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 | $112,253 | $82,286+36.4% | $68,791+63.2% | $134,475-16.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -38.25% | -2.19%-36.1pp | -6.38%-31.9pp | 417.96%-456.2pp |
| Employer contribution / active EE | $5,420 | $3,301+64.2% | $2,655+104.1% | $4,740+14.4% |
| Participant deferral / active EE | $12,507 | $4,739+163.9% | $3,941+217.3% | $6,400+95.4% |
| Admin fee / account holder | $10,184 | $6,481+57.1% | $4,932+106.5% | $11,426-10.9% |