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 6-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 | $72,671 | $98,750-26.4% | $149,696-51.5% | $79,858-9.0% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | -4.78% | 27.43%-32.2pp | 276.60%-281.4pp | 31.71%-36.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,780 | $5,680-15.8% | $6,842-30.1% | $3,740+27.8% |
| Admin fee / account holder | $8,426 | $6,053+39.2% | $9,309-9.5% | $5,306+58.8% |