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 | $69,000 | $160,055-56.9% | $140,016-50.7% | $135,375-49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.89% | 911.38%-921.3pp | 651.12%-661.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $4,182 | $6,420-34.9% | $5,606-25.4% | $4,779-12.5% |
| Participant deferral / active EE | $12,763 | $7,642+67.0% | $6,927+84.3% | $5,609+127.6% |
| Admin fee / account holder | $15,626 | $13,328+17.2% | $10,705+46.0% | $10,827+44.3% |