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 | $56,367 | $67,331-16.3% | $60,874-7.4% | $134,475-58.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -23.75% | 49.93%-73.7pp | 16.90%-40.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $892 | $3,096-71.2% | $2,701-67.0% | $4,740-81.2% |
| Participant deferral / active EE | $4,569 | $4,538+0.7% | $3,817+19.7% | $6,400-28.6% |
| Admin fee / account holder | $763 | $4,582-83.4% | $3,224-76.3% | $11,426-93.3% |