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 | $102,696 | $209,411-51.0% | $178,490-42.5% | $158,922-35.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | -0.69% | 188.75%-189.4pp | 151.07%-151.8pp | 302.83%-303.5pp |
| Employer contribution / active EE | $2,009 | $5,706-64.8% | $5,011-59.9% | $4,761-57.8% |
| Participant deferral / active EE | $3,961 | $5,954-33.5% | $5,202-23.9% | $5,982-33.8% |
| Admin fee / account holder | $1,064 | $17,074-93.8% | $13,984-92.4% | $11,246-90.5% |