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 | $133,239 | $90,519+47.2% | $93,789+42.1% | $134,475-0.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -21.14% | -15.72%-5.4pp | -11.33%-9.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $7,542 | $4,343+73.7% | $4,323+74.5% | $4,740+59.1% |
| Participant deferral / active EE | $4,691 | $5,978-21.5% | $6,094-23.0% | $6,400-26.7% |
| Admin fee / account holder | $2,634 | $9,252-71.5% | $7,195-63.4% | $11,426-77.0% |