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 | $86,736 | $147,727-41.3% | $115,756-25.1% | $134,475-35.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -25.00% | 73.96%-99.0pp | 143.14%-168.1pp | 417.96%-443.0pp |
| Employer contribution / active EE | $3,993 | $4,713-15.3% | $3,793+5.3% | $4,740-15.8% |
| Participant deferral / active EE | $22,891 | $7,563+202.7% | $6,254+266.0% | $6,400+257.7% |
| Admin fee / account holder | $955 | $14,571-93.4% | $8,124-88.2% | $11,426-91.6% |