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 | $63,229 | $162,781-61.2% | $133,956-52.8% | $158,922-60.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -9.83% | 41.94%-51.8pp | 45.09%-54.9pp | 302.83%-312.7pp |
| Employer contribution / active EE | $2,359 | $4,975-52.6% | $3,919-39.8% | $4,761-50.4% |
| Participant deferral / active EE | $12,742 | $5,911+115.6% | $5,048+152.4% | $5,982+113.0% |
| Admin fee / account holder | $12,423 | $11,736+5.8% | $8,927+39.2% | $11,246+10.5% |