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 9-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 | $109,982 | $81,900+34.3% | $119,609-8.0% | $68,494+60.6% |
| Participation rate | 76.8% | 71.9%+4.9pp | 79.3%-2.4pp | 67.9%+8.9pp |
| Annual return | -20.34% | -23.82%+3.5pp | -14.97%-5.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,879 | $2,693-30.2% | $4,232-55.6% | $2,596-27.6% |
| Participant deferral / active EE | $6,005 | $4,148+44.8% | $5,602+7.2% | $4,027+49.1% |
| Admin fee / account holder | $5,358 | $6,582-18.6% | $10,323-48.1% | $5,403-0.8% |