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 | $85,684 | $138,065-37.9% | $123,544-30.6% | $135,375-36.7% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -9.30% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,882 | $5,151-44.1% | $4,628-37.7% | $4,779-39.7% |
| Participant deferral / active EE | $8,139 | $6,799+19.7% | $6,426+26.7% | $5,609+45.1% |
| Admin fee / account holder | $1,498 | $10,916-86.3% | $9,284-83.9% | $10,827-86.2% |