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 | $114,140 | $110,094+3.7% | $151,611-24.7% | $68,494+66.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -22.64% | -10.12%-12.5pp | 3.33%-26.0pp | -7.84%-14.8pp |
| Employer contribution / active EE | $2,480 | $4,471-44.5% | $6,166-59.8% | $2,596-4.5% |
| Participant deferral / active EE | $6,097 | $6,527-6.6% | $8,363-27.1% | $4,027+51.4% |
| Admin fee / account holder | $403 | $7,719-94.8% | $11,616-96.5% | $5,403-92.5% |