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 9-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 | $78,299 | $127,100-38.4% | $105,738-26.0% | $135,375-42.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.10% | 4.49%-13.6pp | 6.27%-15.4pp | 519.73%-528.8pp |
| Employer contribution / active EE | $12,680 | $4,107+208.7% | $3,268+288.0% | $4,779+165.3% |
| Participant deferral / active EE | $7,000 | $5,064+38.2% | $4,080+71.6% | $5,609+24.8% |
| Admin fee / account holder | $3,037 | $9,087-66.6% | $6,913-56.1% | $10,827-72.0% |