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 | $165,376 | $159,901+3.4% | $146,958+12.5% | $145,922+13.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.90% | 98.13%-95.2pp | 418.34%-415.4pp | 561.29%-558.4pp |
| Employer contribution / active EE | $14,967 | $5,286+183.1% | $4,933+203.4% | $4,660+221.2% |
| Participant deferral / active EE | $12,731 | $8,428+51.1% | $8,070+57.8% | $6,688+90.4% |
| Admin fee / account holder | $2,570 | $15,044-82.9% | $12,998-80.2% | $13,397-80.8% |