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 | $27,729 | $167,307-83.4% | $143,757-80.7% | $134,475-79.4% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -20.86% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $8,641 | $5,619+53.8% | $4,951+74.5% | $4,740+82.3% |
| Participant deferral / active EE | $4,990 | $6,446-22.6% | $5,637-11.5% | $6,400-22.0% |
| Admin fee / account holder | $1,196 | $18,088-93.4% | $14,673-91.9% | $11,426-89.5% |