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 | $45,167 | $157,256-71.3% | $141,162-68.0% | $152,861-70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -1.83% | 64.32%-66.1pp | 71.39%-73.2pp | 345.32%-347.1pp |
| Employer contribution / active EE | $3,143 | $5,261-40.3% | $4,735-33.6% | $4,762-34.0% |
| Participant deferral / active EE | $5,947 | $7,109-16.4% | $6,709-11.4% | $5,850+1.7% |
| Admin fee / account holder | $4,119 | $12,120-66.0% | $10,261-59.9% | $11,596-64.5% |