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 | $61,840 | $160,055-61.4% | $140,016-55.8% | $135,375-54.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.90% | 911.38%-925.3pp | 651.12%-665.0pp | 519.73%-533.6pp |
| Employer contribution / active EE | $2,540 | $6,420-60.4% | $5,606-54.7% | $4,779-46.9% |
| Participant deferral / active EE | $8,797 | $7,642+15.1% | $6,927+27.0% | $5,609+56.8% |
| Admin fee / account holder | $476 | $13,328-96.4% | $10,705-95.6% | $10,827-95.6% |