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 | $140,589 | $138,044+1.8% | $125,339+12.2% | $134,475+4.5% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -25.19% | 750.33%-775.5pp | 572.05%-597.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $5,215 | $5,243-0.5% | $4,814+8.3% | $4,740+10.0% |
| Participant deferral / active EE | $10,646 | $7,799+36.5% | $7,446+43.0% | $6,400+66.4% |
| Admin fee / account holder | $13,596 | $11,571+17.5% | $10,010+35.8% | $11,426+19.0% |