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 | $68,528 | $82,664-17.1% | $125,339-45.3% | $68,4940% |
| Participation rate | 72.1% | 75.0%-2.9pp | 82.4%-10.2pp | 67.9%+4.2pp |
| Annual return | -27.12% | -5.97%-21.2pp | 572.05%-599.2pp | -7.84%-19.3pp |
| Employer contribution / active EE | $4,484 | $3,381+32.6% | $4,814-6.8% | $2,596+72.7% |
| Participant deferral / active EE | $10,521 | $6,110+72.2% | $7,446+41.3% | $4,027+161.3% |
| Admin fee / account holder | $2,014 | $6,275-67.9% | $10,010-79.9% | $5,403-62.7% |