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 | $109,830 | $110,094-0.2% | $151,611-27.6% | $68,494+60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.51% | -10.12%-8.4pp | 3.33%-21.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,010 | $4,471-10.3% | $6,166-35.0% | $2,596+54.5% |
| Participant deferral / active EE | $6,746 | $6,527+3.3% | $8,363-19.3% | $4,027+67.5% |
| Admin fee / account holder | $1,222 | $7,719-84.2% | $11,616-89.5% | $5,403-77.4% |