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 | $32,647 | $180,449-81.9% | $154,107-78.8% | $135,375-75.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.83% | 888.09%-896.9pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,555 | $6,035-74.2% | $5,298-70.6% | $4,779-67.5% |
| Participant deferral / active EE | $5,847 | $5,806+0.7% | $5,081+15.1% | $5,609+4.2% |
| Admin fee / account holder | $341 | $16,143-97.9% | $13,411-97.5% | $10,827-96.9% |