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 | $212,248 | $71,883+195.3% | $86,677+144.9% | $68,494+209.9% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -21.77% | 3.52%-25.3pp | 35.91%-57.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,902 | $2,173+79.6% | $2,836+37.6% | $2,596+50.3% |
| Participant deferral / active EE | $15,742 | $3,779+316.6% | $4,656+238.1% | $4,027+290.9% |
| Admin fee / account holder | $1,300 | $6,112-78.7% | $7,493-82.7% | $5,403-75.9% |