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 | $64,975 | $53,162+22.2% | $91,220-28.8% | $68,494-5.1% |
| Participation rate | 83.7% | 63.2%+20.5pp | 73.2%+10.5pp | 67.9%+15.8pp |
| Annual return | -20.66% | -3.14%-17.5pp | 114.01%-134.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,798 | $2,974+195.9% | $4,234+107.8% | $4,027+118.5% |
| Admin fee / account holder | $6,892 | $4,493+53.4% | $5,420+27.2% | $5,403+27.6% |