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 | $147,958 | $167,307-11.6% | $143,757+2.9% | $134,475+10.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -23.83% | 0.46%-24.3pp | -0.04%-23.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $4,592 | $5,619-18.3% | $4,951-7.2% | $4,740-3.1% |
| Participant deferral / active EE | $7,549 | $6,446+17.1% | $5,637+33.9% | $6,400+18.0% |
| Admin fee / account holder | $24,273 | $18,088+34.2% | $14,673+65.4% | $11,426+112.4% |