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 | $140,777 | $138,044+2.0% | $125,339+12.3% | $134,475+4.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -22.07% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $7,920 | $5,243+51.1% | $4,814+64.5% | $4,740+67.1% |
| Participant deferral / active EE | $6,992 | $7,799-10.3% | $7,446-6.1% | $6,400+9.3% |
| Admin fee / account holder | $769 | $11,571-93.4% | $10,010-92.3% | $11,426-93.3% |