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 | $44,371 | $45,152-1.7% | $73,843-39.9% | $59,632-25.6% |
| Participation rate | 84.0% | 64.0%+20.0pp | 73.4%+10.6pp | 68.7%+15.3pp |
| Annual return | -3.11% | 27.40%-30.5pp | 2267.84%-2271.0pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $1,785 | $1,902-6.2% | $2,787-36.0% | $2,203-19.0% |
| Participant deferral / active EE | $2,904 | $2,574+12.8% | $3,583-19.0% | $3,192-9.0% |
| Admin fee / account holder | $1,064 | $3,516-69.7% | $4,880-78.2% | $4,297-75.2% |