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 | $148,466 | $81,900+81.3% | $119,609+24.1% | $68,494+116.8% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | -19.51% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,660 | $2,693+73.0% | $4,232+10.1% | $2,596+79.5% |
| Participant deferral / active EE | $5,729 | $4,148+38.1% | $5,602+2.3% | $4,027+42.2% |
| Admin fee / account holder | $2,547 | $6,582-61.3% | $10,323-75.3% | $5,403-52.9% |