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 | $163,647 | $71,883+127.7% | $86,677+88.8% | $68,494+138.9% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.0pp | 67.9%+24.7pp |
| Annual return | -20.36% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,021 | $2,173-7.0% | $2,836-28.8% | $2,596-22.2% |
| Participant deferral / active EE | $3,072 | $3,779-18.7% | $4,656-34.0% | $4,027-23.7% |
| Admin fee / account holder | $2,440 | $6,112-60.1% | $7,493-67.4% | $5,403-54.8% |