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 | $143,942 | $100,754+42.9% | $86,677+66.1% | $134,475+7.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -31.09% | 29.04%-60.1pp | 35.91%-67.0pp | 417.96%-449.1pp |
| Employer contribution / active EE | $2,885 | $3,489-17.3% | $2,836+1.7% | $4,740-39.1% |
| Participant deferral / active EE | $7,926 | $5,338+48.5% | $4,656+70.3% | $6,400+23.9% |
| Admin fee / account holder | $23,570 | $10,926+115.7% | $7,493+214.5% | $11,426+106.3% |