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 | $223,290 | $150,440+48.4% | $136,294+63.8% | $147,584+51.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | -15.29% | 1049.08%-1064.4pp | 5155.94%-5171.2pp | 578.55%-593.8pp |
| Employer contribution / active EE | $2,092 | $5,256-60.2% | $4,695-55.4% | $4,876-57.1% |
| Participant deferral / active EE | $8,875 | $6,630+33.9% | $6,247+42.1% | $5,439+63.2% |
| Admin fee / account holder | $3,409 | $10,905-68.7% | $9,243-63.1% | $10,885-68.7% |