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 | $23,347 | $129,942-82.0% | $104,294-77.6% | $134,475-82.6% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -21.00% | 42.03%-63.0pp | 24.61%-45.6pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,385 | $4,184-66.9% | $3,372-58.9% | $4,740-70.8% |
| Participant deferral / active EE | $2,775 | $5,588-50.3% | $4,625-40.0% | $6,400-56.6% |
| Admin fee / account holder | $538 | $9,323-94.2% | $7,339-92.7% | $11,426-95.3% |