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 | $148,153 | $167,484-11.5% | $151,611-2.3% | $134,475+10.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.57% | 7.80%-33.4pp | 3.33%-28.9pp | 417.96%-443.5pp |
| Employer contribution / active EE | $3,230 | $6,829-52.7% | $6,166-47.6% | $4,740-31.9% |
| Participant deferral / active EE | $4,778 | $8,986-46.8% | $8,363-42.9% | $6,400-25.3% |
| Admin fee / account holder | $4,767 | $13,783-65.4% | $11,616-59.0% | $11,426-58.3% |