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 | $113,543 | $102,317+11.0% | $146,958-22.7% | $80,856+40.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -0.61% | 134.76%-135.4pp | 418.34%-418.9pp | 35.59%-36.2pp |
| Employer contribution / active EE | $4,268 | $3,713+14.9% | $4,933-13.5% | $2,755+54.9% |
| Participant deferral / active EE | $8,607 | $6,644+29.5% | $8,070+6.7% | $4,296+100.4% |
| Admin fee / account holder | $26,723 | $7,941+236.5% | $12,998+105.6% | $6,918+286.3% |