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 | $138,298 | $115,770+19.5% | $101,248+36.6% | $158,922-13.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -10.24% | 56.14%-66.4pp | 46.47%-56.7pp | 302.83%-313.1pp |
| Employer contribution / active EE | $2,572 | $4,175-38.4% | $3,660-29.7% | $4,761-46.0% |
| Participant deferral / active EE | $15,091 | $4,957+204.4% | $4,370+245.3% | $5,982+152.3% |
| Admin fee / account holder | $1,663 | $7,245-77.0% | $5,945-72.0% | $11,246-85.2% |