See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,746 | $100,754-68.5% | $86,677-63.4% | $134,475-76.4% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -23.59% | 29.04%-52.6pp | 35.91%-59.5pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,849 | $3,489-47.0% | $2,836-34.8% | $4,740-61.0% |
| Participant deferral / active EE | $3,200 | $5,338-40.0% | $4,656-31.3% | $6,400-50.0% |
| Admin fee / account holder | $5,831 | $10,926-46.6% | $7,493-22.2% | $11,426-49.0% |