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 | $115,387 | $133,958-13.9% | $112,228+2.8% | $134,475-14.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.32% | 47.11%-72.4pp | 27.45%-52.8pp | 417.96%-443.3pp |
| Employer contribution / active EE | $3,708 | $4,038-8.2% | $3,635+2.0% | $4,740-21.8% |
| Participant deferral / active EE | $13,500 | $5,291+155.2% | $4,728+185.5% | $6,400+110.9% |
| Admin fee / account holder | $1,761 | $7,489-76.5% | $6,410-72.5% | $11,426-84.6% |