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 | $22,195 | $104,106-78.7% | $71,086-68.8% | $135,375-83.6% |
| Participation rate | 77.8% | 65.7%+12.1pp | 54.7%+23.1pp | 82.6%-4.9pp |
| Annual return | -15.96% | 1256.30%-1272.3pp | 650.59%-666.6pp | 519.73%-535.7pp |
| Employer contribution / active EE | $633 | $1,485-57.4% | $1,088-41.8% | $4,779-86.8% |
| Participant deferral / active EE | $2,806 | $2,527+11.0% | $1,874+49.7% | $5,609-50.0% |
| Admin fee / account holder | $539 | $4,142-87.0% | $3,082-82.5% | $10,827-95.0% |