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 | $94,080 | $168,632-44.2% | $147,614-36.3% | $125,391-25.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.15% | 77.65%-81.8pp | 61.98%-66.1pp | 282.22%-286.4pp |
| Employer contribution / active EE | $12,837 | $6,252+105.3% | $5,564+130.7% | $4,866+163.8% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $839 | $13,580-93.8% | $11,611-92.8% | $9,540-91.2% |