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 | $103,403 | $160,055-35.4% | $140,016-26.1% | $135,375-23.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.94% | 911.38%-927.3pp | 651.12%-667.1pp | 519.73%-535.7pp |
| Employer contribution / active EE | $4,108 | $6,420-36.0% | $5,606-26.7% | $4,779-14.0% |
| Participant deferral / active EE | $11,751 | $7,642+53.8% | $6,927+69.6% | $5,609+109.5% |
| Admin fee / account holder | $1,682 | $13,328-87.4% | $10,705-84.3% | $10,827-84.5% |