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 | $209,413 | $167,307+25.2% | $143,757+45.7% | $134,475+55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.27% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,813 | $5,619-49.9% | $4,951-43.2% | $4,740-40.6% |
| Participant deferral / active EE | $11,697 | $6,446+81.5% | $5,637+107.5% | $6,400+82.8% |
| Admin fee / account holder | $440 | $18,088-97.6% | $14,673-97.0% | $11,426-96.2% |