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 | $63,177 | $62,586+0.9% | $76,768-17.7% | $64,186-1.6% |
| Participation rate | 89.7% | 72.8%+16.8pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | -8.55% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,556 | $1,832-15.1% | $2,485-37.4% | $2,381-34.6% |
| Participant deferral / active EE | $3,425 | $3,145+8.9% | $3,852-11.1% | $3,470-1.3% |
| Admin fee / account holder | $557 | $4,667-88.1% | $6,675-91.7% | $4,888-88.6% |