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 | $217,701 | $53,162+309.5% | $91,220+138.7% | $68,494+217.8% |
| Participation rate | 92.0% | 63.2%+28.8pp | 73.2%+18.8pp | 67.9%+24.1pp |
| Annual return | -25.48% | -3.14%-22.3pp | 114.01%-139.5pp | -7.84%-17.6pp |
| Employer contribution / active EE | $2,194 | $1,709+28.4% | $2,850-23.0% | $2,596-15.5% |
| Participant deferral / active EE | $5,552 | $2,974+86.7% | $4,234+31.1% | $4,027+37.9% |
| Admin fee / account holder | $18,340 | $4,493+308.1% | $5,420+238.4% | $5,403+239.4% |