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 | $143,639 | $57,354+150.4% | $83,848+71.3% | $64,186+123.8% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | -8.74% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $4,989 | $2,545+96.0% | $3,631+37.4% | $2,381+109.6% |
| Participant deferral / active EE | $7,281 | $2,993+143.3% | $4,082+78.4% | $3,470+109.9% |
| Admin fee / account holder | $11,516 | $4,046+184.7% | $5,478+110.2% | $4,888+135.6% |