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 | $99,237 | $135,635-26.8% | $110,238-10.0% | $135,375-26.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.21% | 513.19%-523.4pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,000 | $4,906-38.9% | $3,826-21.6% | $4,779-37.2% |
| Participant deferral / active EE | $2,100 | $5,506-61.9% | $4,672-55.1% | $5,609-62.6% |
| Admin fee / account holder | $520 | $11,457-95.5% | $8,547-93.9% | $10,827-95.2% |