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 | $45,325 | $94,529-52.1% | $140,016-67.6% | $64,186-29.4% |
| Participation rate | 90.3% | 84.1%+6.2pp | 87.5%+2.8pp | 69.6%+20.8pp |
| Annual return | -8.54% | 7.77%-16.3pp | 651.12%-659.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,071 | $3,812-19.4% | $5,606-45.2% | $2,381+29.0% |
| Participant deferral / active EE | $4,346 | $5,250-17.2% | $6,927-37.3% | $3,470+25.3% |
| Admin fee / account holder | $3,076 | $6,741-54.4% | $10,705-71.3% | $4,888-37.1% |