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 | $21,261 | $82,664-74.3% | $125,339-83.0% | $68,494-69.0% |
| Participation rate | 71.9% | 75.0%-3.2pp | 82.4%-10.5pp | 67.9%+4.0pp |
| Annual return | -21.92% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $2,133 | $3,381-36.9% | $4,814-55.7% | $2,596-17.8% |
| Participant deferral / active EE | $7,352 | $6,110+20.3% | $7,446-1.3% | $4,027+82.5% |
| Admin fee / account holder | $525 | $6,275-91.6% | $10,010-94.8% | $5,403-90.3% |