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 | $114,875 | $190,805-39.8% | $159,960-28.2% | $134,475-14.6% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -25.27% | 552.23%-577.5pp | 408.60%-433.9pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,622 | $4,995-47.5% | $4,226-37.9% | $4,740-44.7% |
| Participant deferral / active EE | $7,577 | $6,923+9.4% | $6,182+22.6% | $6,400+18.4% |
| Admin fee / account holder | $1,788 | $10,471-82.9% | $8,698-79.4% | $11,426-84.4% |