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 | $90,629 | $102,616-11.7% | $81,983+10.5% | $158,922-43.0% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | -2.21% | 61.04%-63.2pp | 41.31%-43.5pp | 302.83%-305.0pp |
| Employer contribution / active EE | $1,175 | $3,240-63.7% | $2,498-52.9% | $4,761-75.3% |
| Participant deferral / active EE | $2,119 | $4,648-54.4% | $3,722-43.1% | $5,982-64.6% |
| Admin fee / account holder | $27,572 | $8,235+234.8% | $5,664+386.8% | $11,246+145.2% |