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 | $135,188 | $87,540+54.4% | $75,781+78.4% | $125,391+7.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.17% | 13.48%-17.7pp | 9.68%-13.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $920 | $3,930-76.6% | $3,323-72.3% | $4,866-81.1% |
| Participant deferral / active EE | $6,699 | $4,229+58.4% | $3,651+83.5% | $5,352+25.2% |
| Admin fee / account holder | $1,787 | $6,502-72.5% | $5,299-66.3% | $9,540-81.3% |