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 | $39,853 | $73,867-46.0% | $143,757-72.3% | $68,494-41.8% |
| Participation rate | 82.9% | 66.7%+16.3pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | -19.57% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,875 | $3,184-9.7% | $4,951-41.9% | $2,596+10.8% |
| Participant deferral / active EE | $5,095 | $3,384+50.5% | $5,637-9.6% | $4,027+26.5% |
| Admin fee / account holder | $721 | $5,755-87.5% | $14,673-95.1% | $5,403-86.6% |