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 5-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 | $35,023 | $190,805-81.6% | $159,960-78.1% | $134,475-74.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -34.57% | 552.23%-586.8pp | 408.60%-443.2pp | 417.96%-452.5pp |
| Employer contribution / active EE | $5,564 | $4,995+11.4% | $4,226+31.7% | $4,740+17.4% |
| Participant deferral / active EE | $11,333 | $6,923+63.7% | $6,182+83.3% | $6,400+77.1% |
| Admin fee / account holder | $3,868 | $10,471-63.1% | $8,698-55.5% | $11,426-66.2% |