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 8-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 | $47,705 | $92,703-48.5% | $82,719-42.3% | $134,475-64.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -23.19% | 944.92%-968.1pp | 701.18%-724.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,270 | $3,274-0.1% | $3,009+8.7% | $4,740-31.0% |
| Participant deferral / active EE | $8,734 | $4,802+81.9% | $4,395+98.7% | $6,400+36.5% |
| Admin fee / account holder | $809 | $5,983-86.5% | $5,329-84.8% | $11,426-92.9% |