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 | $79,346 | $95,971-17.3% | $74,550+6.4% | $135,375-41.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.31% | 56.96%-68.3pp | 32.53%-43.8pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,415 | $2,716+25.7% | $1,961+74.1% | $4,779-28.5% |
| Participant deferral / active EE | $9,481 | $3,843+146.7% | $3,108+205.1% | $5,609+69.0% |
| Admin fee / account holder | $338 | $6,522-94.8% | $5,060-93.3% | $10,827-96.9% |