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 4-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 | $33,039 | $73,867-55.3% | $143,757-77.0% | $68,494-51.8% |
| Participation rate | 74.4% | 66.7%+7.7pp | 80.3%-5.9pp | 67.9%+6.5pp |
| Annual return | -20.48% | 1.01%-21.5pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,853 | $3,184-10.4% | $4,951-42.4% | $2,596+9.9% |
| Participant deferral / active EE | $4,641 | $3,384+37.1% | $5,637-17.7% | $4,027+15.2% |
| Admin fee / account holder | $1,400 | $5,755-75.7% | $14,673-90.5% | $5,403-74.1% |