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 | $25,467 | $50,958-50.0% | $74,550-65.8% | $64,186-60.3% |
| Participation rate | 86.5% | 61.1%+25.4pp | 69.1%+17.3pp | 69.6%+16.9pp |
| Annual return | -8.24% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,494 | $1,115+34.0% | $1,961-23.8% | $2,381-37.2% |
| Participant deferral / active EE | $2,196 | $2,301-4.6% | $3,108-29.4% | $3,470-36.7% |
| Admin fee / account holder | $1,975 | $4,223-53.2% | $5,060-61.0% | $4,888-59.6% |