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 | $228,047 | $115,770+97.0% | $101,248+125.2% | $158,922+43.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -5.04% | 56.14%-61.2pp | 46.47%-51.5pp | 302.83%-307.9pp |
| Employer contribution / active EE | $14,617 | $4,175+250.1% | $3,660+299.4% | $4,761+207.0% |
| Participant deferral / active EE | $2,135 | $4,957-56.9% | $4,370-51.2% | $5,982-64.3% |
| Admin fee / account holder | $10,059 | $7,245+38.8% | $5,945+69.2% | $11,246-10.5% |