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 | $13,819 | $75,828-81.8% | $147,614-90.6% | $59,632-76.8% |
| Participation rate | 91.2% | 71.6%+19.6pp | 84.6%+6.6pp | 68.7%+22.5pp |
| Annual return | -2.77% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,245 | $3,485-64.3% | $5,564-77.6% | $2,203-43.5% |
| Participant deferral / active EE | $958 | $3,130-69.4% | $4,895-80.4% | $3,192-70.0% |
| Admin fee / account holder | $1,669 | $5,985-72.1% | $11,611-85.6% | $4,297-61.2% |