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 7-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 | $16,050 | $133,958-88.0% | $112,228-85.7% | $134,475-88.1% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -21.44% | 47.11%-68.6pp | 27.45%-48.9pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,750 | $4,038-56.7% | $3,635-51.9% | $4,740-63.1% |
| Participant deferral / active EE | $4,112 | $5,291-22.3% | $4,728-13.0% | $6,400-35.8% |
| Admin fee / account holder | $4,793 | $7,489-36.0% | $6,410-25.2% | $11,426-58.1% |