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 | $35,636 | $76,000-53.1% | $154,107-76.9% | $64,186-44.5% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -11.43% | 30.32%-41.7pp | 735.12%-746.5pp | 7.63%-19.1pp |
| Employer contribution / active EE | $5,129 | $3,351+53.1% | $5,298-3.2% | $2,381+115.4% |
| Participant deferral / active EE | $3,725 | $3,175+17.3% | $5,081-26.7% | $3,470+7.4% |
| Admin fee / account holder | $7,145 | $5,596+27.7% | $13,411-46.7% | $4,888+46.2% |