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 | $94,381 | $70,606+33.7% | $53,898+75.1% | $142,382-33.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -54.16% | 619.81%-674.0pp | 528.60%-582.8pp | 217.08%-271.2pp |
| Employer contribution / active EE | $914 | $1,202-24.0% | $932-1.9% | $4,299-78.7% |
| Participant deferral / active EE | $1,029 | $2,364-56.5% | $1,826-43.7% | $6,507-84.2% |
| Admin fee / account holder | $95,020 | $2,852+3232.1% | $2,491+3714.8% | $12,624+652.7% |