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 | $48,781 | $97,757-50.1% | $83,848-41.8% | $135,375-64.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -10.49% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,447 | $4,222-65.7% | $3,631-60.2% | $4,779-69.7% |
| Participant deferral / active EE | $2,676 | $4,682-42.9% | $4,082-34.4% | $5,609-52.3% |
| Admin fee / account holder | $676 | $6,674-89.9% | $5,478-87.7% | $10,827-93.8% |