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 | $231,390 | $142,344+62.6% | $119,609+93.5% | $134,475+72.1% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -21.83% | -12.44%-9.4pp | -14.97%-6.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $5,064 | $5,222-3.0% | $4,232+19.7% | $4,740+6.8% |
| Participant deferral / active EE | $5,539 | $6,469-14.4% | $5,602-1.1% | $6,400-13.4% |
| Admin fee / account holder | $46,602 | $13,584+243.1% | $10,323+351.4% | $11,426+307.9% |