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 | $128,048 | $138,065-7.3% | $123,544+3.6% | $135,375-5.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.04% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $4,278 | $5,151-17.0% | $4,628-7.6% | $4,779-10.5% |
| Participant deferral / active EE | $8,744 | $6,799+28.6% | $6,426+36.1% | $5,609+55.9% |
| Admin fee / account holder | $2,020 | $10,916-81.5% | $9,284-78.2% | $10,827-81.3% |