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 | $41,378 | $133,958-69.1% | $112,228-63.1% | $134,475-69.2% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.1%+15.4pp | 81.2%+9.3pp |
| Annual return | -22.01% | 47.11%-69.1pp | 27.45%-49.5pp | 417.96%-440.0pp |
| Employer contribution / active EE | $8,322 | $4,038+106.1% | $3,635+129.0% | $4,740+75.6% |
| Participant deferral / active EE | $2,329 | $5,291-56.0% | $4,728-50.7% | $6,400-63.6% |
| Admin fee / account holder | $22,992 | $7,489+207.0% | $6,410+258.7% | $11,426+101.2% |