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 | $210,544 | $228,332-7.8% | $185,823+13.3% | $158,922+32.5% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | -58.92% | 40.80%-99.7pp | 35.95%-94.9pp | 302.83%-361.7pp |
| Employer contribution / active EE | $4,327 | $4,967-12.9% | $4,087+5.9% | $4,761-9.1% |
| Participant deferral / active EE | $8,353 | $6,415+30.2% | $5,632+48.3% | $5,982+39.6% |
| Admin fee / account holder | $7,081 | $11,864-40.3% | $9,500-25.5% | $11,246-37.0% |