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 | $55,328 | $62,586-11.6% | $76,768-27.9% | $64,186-13.8% |
| Participation rate | 79.6% | 72.8%+6.8pp | 77.0%+2.6pp | 69.6%+10.0pp |
| Annual return | -10.19% | -1.95%-8.2pp | 2.43%-12.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $837 | $1,832-54.3% | $2,485-66.3% | $2,381-64.8% |
| Participant deferral / active EE | $2,208 | $3,145-29.8% | $3,852-42.7% | $3,470-36.3% |
| Admin fee / account holder | $1,098 | $4,667-76.5% | $6,675-83.5% | $4,888-77.5% |