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 | $110,836 | $76,000+45.8% | $154,107-28.1% | $64,186+72.7% |
| Participation rate | 92.5% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+22.9pp |
| Annual return | -9.89% | 30.32%-40.2pp | 735.12%-745.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $3,399 | $3,351+1.4% | $5,298-35.8% | $2,381+42.8% |
| Participant deferral / active EE | $5,352 | $3,175+68.6% | $5,081+5.4% | $3,470+54.3% |
| Admin fee / account holder | $1,279 | $5,596-77.1% | $13,411-90.5% | $4,888-73.8% |