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 | $19,227 | $82,664-76.7% | $125,339-84.7% | $68,494-71.9% |
| Participation rate | 76.3% | 75.0%+1.3pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -26.12% | -5.97%-20.2pp | 572.05%-598.2pp | -7.84%-18.3pp |
| Employer contribution / active EE | $2,360 | $3,381-30.2% | $4,814-51.0% | $2,596-9.1% |
| Participant deferral / active EE | $5,672 | $6,110-7.2% | $7,446-23.8% | $4,027+40.8% |
| Admin fee / account holder | $1,486 | $6,275-76.3% | $10,010-85.2% | $5,403-72.5% |