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 | $91,414 | $72,404+26.3% | $110,238-17.1% | $64,186+42.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -14.20% | -6.29%-7.9pp | 314.74%-328.9pp | 7.63%-21.8pp |
| Employer contribution / active EE | $3,418 | $2,282+49.8% | $3,826-10.7% | $2,381+43.6% |
| Participant deferral / active EE | $7,313 | $3,469+110.8% | $4,672+56.5% | $3,470+110.8% |
| Admin fee / account holder | $1,173 | $5,664-79.3% | $8,547-86.3% | $4,888-76.0% |