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 | $96,076 | $99,079-3.0% | $77,999+23.2% | $273,961-64.9% |
| Participation rate | 78.6% | 78.6%0pp | 75.5%+3.0pp | 83.0%-4.4pp |
| Annual return | -1.80% | 217.93%-219.7pp | 425.96%-427.8pp | 41.45%-43.3pp |
| Employer contribution / active EE | $2,944 | $3,308-11.0% | $2,470+19.2% | $4,869-39.5% |
| Participant deferral / active EE | $4,288 | $4,306-0.4% | $3,497+22.6% | $5,287-18.9% |
| Admin fee / account holder | $3,232 | $8,954-63.9% | $5,480-41.0% | $10,132-68.1% |