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 | $109,338 | $77,813+40.5% | $123,544-11.5% | $64,186+70.3% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -9.12% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $8,539 | $3,014+183.3% | $4,628+84.5% | $2,381+258.7% |
| Participant deferral / active EE | $12,254 | $5,240+133.9% | $6,426+90.7% | $3,470+253.2% |
| Admin fee / account holder | $10,847 | $5,519+96.5% | $9,284+16.8% | $4,888+121.9% |