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 9-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 | $108,076 | $67,331+60.5% | $60,874+77.5% | $134,475-19.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -31.36% | 49.93%-81.3pp | 16.90%-48.3pp | 417.96%-449.3pp |
| Employer contribution / active EE | $14,988 | $3,096+384.0% | $2,701+454.8% | $4,740+216.2% |
| Participant deferral / active EE | $14,988 | $4,538+230.2% | $3,817+292.7% | $6,400+134.2% |
| Admin fee / account holder | $4,907 | $4,582+7.1% | $3,224+52.2% | $11,426-57.1% |