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 | $51,354 | $62,586-17.9% | $76,768-33.1% | $64,186-20.0% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -7.59% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $5,609 | $1,832+206.2% | $2,485+125.7% | $2,381+135.6% |
| Participant deferral / active EE | $4,026 | $3,145+28.0% | $3,852+4.5% | $3,470+16.0% |
| Admin fee / account holder | $934 | $4,667-80.0% | $6,675-86.0% | $4,888-80.9% |