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 | $69,054 | $64,707+6.7% | $112,228-38.5% | $68,494+0.8% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -22.78% | -11.40%-11.4pp | 27.45%-50.2pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,943 | $2,746-29.3% | $3,635-46.6% | $2,596-25.2% |
| Participant deferral / active EE | $4,671 | $3,565+31.0% | $4,728-1.2% | $4,027+16.0% |
| Admin fee / account holder | $3,335 | $5,232-36.3% | $6,410-48.0% | $5,403-38.3% |