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 10-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 | $131,484 | $71,883+82.9% | $86,677+51.7% | $68,494+92.0% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -20.77% | 3.52%-24.3pp | 35.91%-56.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $670 | $2,173-69.2% | $2,836-76.4% | $2,596-74.2% |
| Participant deferral / active EE | $6,266 | $3,779+65.8% | $4,656+34.6% | $4,027+55.6% |
| Admin fee / account holder | $1,537 | $6,112-74.9% | $7,493-79.5% | $5,403-71.6% |