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 | $51,571 | $160,055-67.8% | $140,016-63.2% | $135,375-61.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.39% | 911.38%-922.8pp | 651.12%-662.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $5,493 | $6,420-14.4% | $5,606-2.0% | $4,779+15.0% |
| Participant deferral / active EE | $6,493 | $7,642-15.0% | $6,927-6.3% | $5,609+15.8% |
| Admin fee / account holder | $659 | $13,328-95.1% | $10,705-93.8% | $10,827-93.9% |