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 | $135,306 | $138,044-2.0% | $125,339+8.0% | $134,475+0.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -23.06% | 750.33%-773.4pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $3,874 | $5,243-26.1% | $4,814-19.5% | $4,740-18.3% |
| Participant deferral / active EE | $9,363 | $7,799+20.1% | $7,446+25.7% | $6,400+46.3% |
| Admin fee / account holder | $1,897 | $11,571-83.6% | $10,010-81.1% | $11,426-83.4% |