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 | $85,594 | $92,703-7.7% | $82,719+3.5% | $134,475-36.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.00% | 944.92%-971.9pp | 701.18%-728.2pp | 417.96%-445.0pp |
| Employer contribution / active EE | $5,233 | $3,274+59.8% | $3,009+73.9% | $4,740+10.4% |
| Participant deferral / active EE | $1,744 | $4,802-63.7% | $4,395-60.3% | $6,400-72.7% |
| Admin fee / account holder | $3,107 | $5,983-48.1% | $5,329-41.7% | $11,426-72.8% |