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 | $80,784 | $180,449-55.2% | $154,107-47.6% | $135,375-40.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.34% | 888.09%-901.4pp | 735.12%-748.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,238 | $6,035-62.9% | $5,298-57.7% | $4,779-53.2% |
| Participant deferral / active EE | $6,288 | $5,806+8.3% | $5,081+23.8% | $5,609+12.1% |
| Admin fee / account holder | $1,052 | $16,143-93.5% | $13,411-92.2% | $10,827-90.3% |