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 | $122,915 | $80,968+51.8% | $96,544+27.3% | $75,163+63.5% |
| Participation rate | 98.5% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.3pp |
| Annual return | -7.45% | 27.06%-34.5pp | 25.84%-33.3pp | 160.62%-168.1pp |
| Employer contribution / active EE | $3,250 | $2,282+42.4% | $2,965+9.6% | $2,670+21.7% |
| Participant deferral / active EE | $5,761 | $3,928+46.7% | $4,851+18.8% | $4,125+39.6% |
| Admin fee / account holder | $5,013 | $6,724-25.4% | $8,252-39.2% | $5,651-11.3% |