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 | $243,946 | $99,985+144.0% | $146,665+66.3% | $85,850+184.2% |
| Participation rate | 95.7% | 73.1%+22.6pp | 80.1%+15.6pp | 69.3%+26.3pp |
| Annual return | -12.82% | 18.93%-31.8pp | 22.74%-35.6pp | 318.53%-331.4pp |
| Employer contribution / active EE | $26,272 | $2,559+926.8% | $4,136+535.2% | $2,565+924.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $29,808 | $7,702+287.0% | $10,280+190.0% | $6,260+376.2% |