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 | $56,080 | $102,966-45.5% | $90,281-37.9% | $152,861-63.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.54% | 95.16%-94.6pp | 78.10%-77.6pp | 345.32%-344.8pp |
| Employer contribution / active EE | $2,045 | $3,139-34.8% | $2,854-28.4% | $4,762-57.1% |
| Participant deferral / active EE | $6,228 | $4,281+45.5% | $3,885+60.3% | $5,850+6.5% |
| Admin fee / account holder | $2,258 | $6,171-63.4% | $5,351-57.8% | $11,596-80.5% |