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 | $142,681 | $84,695+68.5% | $73,843+93.2% | $125,391+13.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.97% | 3123.53%-3129.5pp | 2267.84%-2273.8pp | 282.22%-288.2pp |
| Employer contribution / active EE | $14,966 | $3,123+379.2% | $2,787+436.9% | $4,866+207.6% |
| Participant deferral / active EE | $4,794 | $3,992+20.1% | $3,583+33.8% | $5,352-10.4% |
| Admin fee / account holder | $1,799 | $5,691-68.4% | $4,880-63.1% | $9,540-81.1% |