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 | $217,329 | $138,044+57.4% | $125,339+73.4% | $134,475+61.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.23% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,061 | $5,243-22.5% | $4,814-15.6% | $4,740-14.3% |
| Participant deferral / active EE | $4,061 | $7,799-47.9% | $7,446-45.5% | $6,400-36.5% |
| Admin fee / account holder | $1,692 | $11,571-85.4% | $10,010-83.1% | $11,426-85.2% |