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 | $48,357 | $138,065-65.0% | $123,544-60.9% | $135,375-64.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.61% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,725 | $5,151-27.7% | $4,628-19.5% | $4,779-22.1% |
| Participant deferral / active EE | $9,000 | $6,799+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $5,567 | $10,916-49.0% | $9,284-40.0% | $10,827-48.6% |