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 7-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 | $114,655 | $82,664+38.7% | $125,339-8.5% | $68,494+67.4% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -19.76% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,448 | $3,381+2.0% | $4,814-28.4% | $2,596+32.8% |
| Participant deferral / active EE | $5,923 | $6,110-3.1% | $7,446-20.5% | $4,027+47.1% |
| Admin fee / account holder | $4,394 | $6,275-30.0% | $10,010-56.1% | $5,403-18.7% |