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 | $139,873 | $70,606+98.1% | $53,898+159.5% | $142,382-1.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -2.04% | 619.81%-621.9pp | 528.60%-530.6pp | 217.08%-219.1pp |
| Employer contribution / active EE | $1,052 | $1,202-12.5% | $932+12.9% | $4,299-75.5% |
| Participant deferral / active EE | $1,263 | $2,364-46.6% | $1,826-30.8% | $6,507-80.6% |
| Admin fee / account holder | $554 | $2,852-80.6% | $2,491-77.8% | $12,624-95.6% |