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 8-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 | $114,440 | $167,307-31.6% | $143,757-20.4% | $134,475-14.9% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -22.65% | 0.46%-23.1pp | -0.04%-22.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $5,969 | $5,619+6.2% | $4,951+20.6% | $4,740+25.9% |
| Participant deferral / active EE | $6,548 | $6,446+1.6% | $5,637+16.2% | $6,400+2.3% |
| Admin fee / account holder | $3,647 | $18,088-79.8% | $14,673-75.1% | $11,426-68.1% |