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 | $72,270 | $93,024-22.3% | $77,024-6.2% | $134,475-46.3% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -22.02% | 62.60%-84.6pp | 42.32%-64.3pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,591 | $3,418-24.2% | $2,812-7.9% | $4,740-45.3% |
| Participant deferral / active EE | $6,273 | $5,238+19.8% | $4,426+41.7% | $6,400-2.0% |
| Admin fee / account holder | $1,130 | $6,944-83.7% | $5,425-79.2% | $11,426-90.1% |