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 | $78,313 | $73,867+6.0% | $143,757-45.5% | $68,494+14.3% |
| Participation rate | 94.2% | 66.7%+27.6pp | 80.3%+13.9pp | 67.9%+26.3pp |
| Annual return | -35.67% | 1.01%-36.7pp | -0.04%-35.6pp | -7.84%-27.8pp |
| Employer contribution / active EE | $7,373 | $3,184+131.6% | $4,951+48.9% | $2,596+184.0% |
| Participant deferral / active EE | $4,061 | $3,384+20.0% | $5,637-28.0% | $4,027+0.8% |
| Admin fee / account holder | $3,016 | $5,755-47.6% | $14,673-79.4% | $5,403-44.2% |