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 9-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 | $62,195 | $72,277-13.9% | $101,248-38.6% | $79,858-22.1% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | -6.79% | 22.30%-29.1pp | 46.47%-53.3pp | 31.71%-38.5pp |
| Employer contribution / active EE | $10,530 | $2,692+291.2% | $3,660+187.7% | $2,471+326.2% |
| Participant deferral / active EE | $8,086 | $3,282+146.4% | $4,370+85.0% | $3,740+116.2% |
| Admin fee / account holder | $10,298 | $4,400+134.0% | $5,945+73.2% | $5,306+94.1% |