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 | $85,133 | $83,477+2.0% | $125,175-32.0% | $72,985+16.6% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.6pp | 69.5%+17.9pp |
| Annual return | -2.66% | 25.78%-28.4pp | 43.79%-46.4pp | 81.00%-83.7pp |
| Employer contribution / active EE | $1,601 | $2,345-31.7% | $3,865-58.6% | $2,440-34.4% |
| Participant deferral / active EE | $3,826 | $3,585+6.7% | $4,937-22.5% | $3,607+6.1% |
| Admin fee / account holder | $1,238 | $5,517-77.6% | $9,702-87.2% | $5,124-75.8% |