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 4-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 | $32,697 | $95,862-65.9% | $79,550-58.9% | $134,475-75.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -39.08% | -2.69%-36.4pp | 0.16%-39.2pp | 417.96%-457.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,326 | $4,693+226.6% | $3,985+284.6% | $6,400+139.5% |
| Admin fee / account holder | $4,678 | $9,126-48.7% | $6,832-31.5% | $11,426-59.1% |