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 | $86,771 | $93,024-6.7% | $77,024+12.7% | $134,475-35.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -26.50% | 62.60%-89.1pp | 42.32%-68.8pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,848 | $3,418-45.9% | $2,812-34.3% | $4,740-61.0% |
| Participant deferral / active EE | $8,773 | $5,238+67.5% | $4,426+98.2% | $6,400+37.1% |
| Admin fee / account holder | $1,695 | $6,944-75.6% | $5,425-68.8% | $11,426-85.2% |