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 | $73,426 | $52,681+39.4% | $75,781-3.1% | $59,632+23.1% |
| Participation rate | 91.2% | 67.2%+23.9pp | 75.8%+15.4pp | 68.7%+22.5pp |
| Annual return | -3.57% | 2.95%-6.5pp | 9.68%-13.2pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $6,355 | $2,193+189.7% | $3,323+91.2% | $2,203+188.5% |
| Participant deferral / active EE | $6,482 | $2,591+150.2% | $3,651+77.5% | $3,192+103.1% |
| Admin fee / account holder | $2,717 | $3,610-24.7% | $5,299-48.7% | $4,297-36.8% |