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 | $146,993 | $165,984-11.4% | $164,813-10.8% | $145,922+0.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.36% | 100.03%-98.7pp | 69.93%-68.6pp | 561.29%-559.9pp |
| Employer contribution / active EE | $4,058 | $5,273-23.0% | $4,341-6.5% | $4,660-12.9% |
| Participant deferral / active EE | $13,062 | $6,959+87.7% | $6,031+116.6% | $6,688+95.3% |
| Admin fee / account holder | $1,633 | $16,648-90.2% | $12,690-87.1% | $13,397-87.8% |