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 | $89,348 | $102,604-12.9% | $86,188+3.7% | $139,434-35.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -7.67% | 1922.51%-1930.2pp | 1168.45%-1176.1pp | 372.94%-380.6pp |
| Employer contribution / active EE | $6,499 | $3,032+114.3% | $2,380+173.0% | $4,751+36.8% |
| Participant deferral / active EE | $6,272 | $4,676+34.1% | $3,985+57.4% | $6,710-6.5% |
| Admin fee / account holder | $2,621 | $8,657-69.7% | $6,852-61.7% | $11,403-77.0% |