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 | $123,256 | $105,181+17.2% | $159,436-22.7% | $85,850+43.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -1.40% | 45.07%-46.5pp | 263.57%-265.0pp | 318.53%-319.9pp |
| Employer contribution / active EE | $13,958 | $3,318+320.7% | $4,829+189.0% | $2,565+444.2% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,818 | $6,933+56.0% | $10,799+0.2% | $6,260+72.8% |