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 | $27,136 | $138,065-80.3% | $123,544-78.0% | $135,375-80.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.14% | 153.68%-166.8pp | 119.20%-132.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $4,108 | $5,151-20.3% | $4,628-11.2% | $4,779-14.0% |
| Participant deferral / active EE | $5,926 | $6,799-12.8% | $6,426-7.8% | $5,609+5.7% |
| Admin fee / account holder | $469 | $10,916-95.7% | $9,284-95.0% | $10,827-95.7% |