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 | $82,934 | $160,055-48.2% | $140,016-40.8% | $135,375-38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.86% | 911.38%-921.2pp | 651.12%-661.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $9,830 | $6,420+53.1% | $5,606+75.3% | $4,779+105.7% |
| Participant deferral / active EE | $6,936 | $7,642-9.2% | $6,927+0.1% | $5,609+23.7% |
| Admin fee / account holder | $402 | $13,328-97.0% | $10,705-96.2% | $10,827-96.3% |