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 | $44,598 | $138,044-67.7% | $125,339-64.4% | $134,475-66.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -25.29% | 750.33%-775.6pp | 572.05%-597.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,492 | $5,243-71.5% | $4,814-69.0% | $4,740-68.5% |
| Participant deferral / active EE | $6,860 | $7,799-12.0% | $7,446-7.9% | $6,400+7.2% |
| Admin fee / account holder | $894 | $11,571-92.3% | $10,010-91.1% | $11,426-92.2% |