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 | $138,952 | $142,344-2.4% | $119,609+16.2% | $134,475+3.3% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -23.47% | -12.44%-11.0pp | -14.97%-8.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,010 | $5,222-61.5% | $4,232-52.5% | $4,740-57.6% |
| Participant deferral / active EE | $6,211 | $6,469-4.0% | $5,602+10.9% | $6,400-3.0% |
| Admin fee / account holder | $2,331 | $13,584-82.8% | $10,323-77.4% | $11,426-79.6% |