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 | $45,255 | $135,635-66.6% | $110,238-58.9% | $135,375-66.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.10% | 513.19%-525.3pp | 314.74%-326.8pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,056 | $4,906-58.1% | $3,826-46.3% | $4,779-57.0% |
| Participant deferral / active EE | $11,906 | $5,506+116.2% | $4,672+154.8% | $5,609+112.3% |
| Admin fee / account holder | $451 | $11,457-96.1% | $8,547-94.7% | $10,827-95.8% |