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 | $82,489 | $88,751-7.1% | $81,812+0.8% | $145,922-43.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.36% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $5,046 | $3,083+63.7% | $2,912+73.3% | $4,660+8.3% |
| Participant deferral / active EE | $12,047 | $4,643+159.5% | $4,319+179.0% | $6,688+80.1% |
| Admin fee / account holder | $7,119 | $8,415-15.4% | $7,386-3.6% | $13,397-46.9% |