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 | $87,686 | $158,817-44.8% | $121,196-27.6% | $135,375-35.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.33% | -0.64%-10.7pp | 16.93%-28.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $13,953 | $5,665+146.3% | $4,022+246.9% | $4,779+192.0% |
| Participant deferral / active EE | $6,767 | $4,005+69.0% | $3,344+102.3% | $5,609+20.6% |
| Admin fee / account holder | $1,055 | $6,512-83.8% | $5,019-79.0% | $10,827-90.3% |