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 7-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 | $24,179 | $71,883-66.4% | $86,677-72.1% | $68,494-64.7% |
| Participation rate | 95.1% | 72.2%+22.9pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -19.22% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,908 | $2,173-12.2% | $2,836-32.7% | $2,596-26.5% |
| Participant deferral / active EE | $5,056 | $3,779+33.8% | $4,656+8.6% | $4,027+25.5% |
| Admin fee / account holder | $1,211 | $6,112-80.2% | $7,493-83.8% | $5,403-77.6% |