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 | $19,621 | $54,350-63.9% | $82,719-76.3% | $68,494-71.4% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -20.09% | -13.67%-6.4pp | 701.18%-721.3pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,005 | $2,218-54.7% | $3,009-66.6% | $2,596-61.3% |
| Participant deferral / active EE | $4,327 | $3,246+33.3% | $4,395-1.5% | $4,027+7.5% |
| Admin fee / account holder | $11,763 | $4,395+167.6% | $5,329+120.7% | $5,403+117.7% |