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 | $137,415 | $84,487+62.6% | $125,339+9.6% | $66,914+105.4% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | -20.29% | -8.39%-11.9pp | 572.05%-592.3pp | 1.58%-21.9pp |
| Employer contribution / active EE | $2,484 | $3,553-30.1% | $4,814-48.4% | $2,544-2.4% |
| Participant deferral / active EE | $7,730 | $6,781+14.0% | $7,446+3.8% | $4,237+82.4% |
| Admin fee / account holder | $8,755 | $685+1178.0% | $10,010-12.5% | $593+1375.7% |