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 | $135,042 | $70,669+91.1% | $169,368-20.3% | $75,163+79.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | -1.60% | 36.36%-38.0pp | 405.60%-407.2pp | 160.62%-162.2pp |
| Employer contribution / active EE | $3,322 | $2,211+50.3% | $4,013-17.2% | $2,670+24.4% |
| Participant deferral / active EE | $1,496 | $4,311-65.3% | $6,221-75.9% | $4,125-63.7% |
| Admin fee / account holder | $3,169 | $5,402-41.3% | $9,003-64.8% | $5,651-43.9% |