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 | $163,167 | $82,664+97.4% | $125,339+30.2% | $68,494+138.2% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -19.70% | -5.97%-13.7pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $4,984 | $3,381+47.4% | $4,814+3.5% | $2,596+92.0% |
| Participant deferral / active EE | $11,713 | $6,110+91.7% | $7,446+57.3% | $4,027+190.9% |
| Admin fee / account holder | $5,789 | $6,275-7.8% | $10,010-42.2% | $5,403+7.1% |