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 | $74,196 | $167,307-55.7% | $143,757-48.4% | $134,475-44.8% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -43.42% | 0.46%-43.9pp | -0.04%-43.4pp | 417.96%-461.4pp |
| Employer contribution / active EE | $5,081 | $5,619-9.6% | $4,951+2.6% | $4,740+7.2% |
| Participant deferral / active EE | $4,407 | $6,446-31.6% | $5,637-21.8% | $6,400-31.1% |
| Admin fee / account holder | $26,772 | $18,088+48.0% | $14,673+82.5% | $11,426+134.3% |