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 | $33,398 | $106,543-68.7% | $91,220-63.4% | $134,475-75.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.30% | 160.60%-183.9pp | 114.01%-137.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,529 | $3,331-54.1% | $2,850-46.4% | $4,740-67.7% |
| Participant deferral / active EE | $4,472 | $4,719-5.2% | $4,234+5.6% | $6,400-30.1% |
| Admin fee / account holder | $755 | $6,231-87.9% | $5,420-86.1% | $11,426-93.4% |