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 | $157,130 | $90,503+73.6% | $78,689+99.7% | $273,961-42.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.91% | 75.60%-79.5pp | 62.18%-66.1pp | 41.45%-45.4pp |
| Employer contribution / active EE | $11,529 | $3,176+263.0% | $2,851+304.4% | $4,869+136.8% |
| Participant deferral / active EE | $6,473 | $3,901+65.9% | $3,517+84.1% | $5,287+22.4% |
| Admin fee / account holder | $2,202 | $5,263-58.2% | $4,510-51.2% | $10,132-78.3% |