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 | $37,902 | $74,888-49.4% | $71,209-46.8% | $142,382-73.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -6.19% | 345.14%-351.3pp | 282.51%-288.7pp | 217.08%-223.3pp |
| Employer contribution / active EE | $3,775 | $2,854+32.2% | $2,721+38.7% | $4,299-12.2% |
| Participant deferral / active EE | $4,767 | $4,454+7.0% | $4,175+14.2% | $6,507-26.7% |
| Admin fee / account holder | $8,544 | $5,568+53.4% | $5,349+59.7% | $12,624-32.3% |