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 | $20,743 | $190,805-89.1% | $159,960-87.0% | $134,475-84.6% |
| Participation rate | 73.3% | 81.9%-8.6pp | 78.0%-4.6pp | 81.2%-7.9pp |
| Annual return | -22.16% | 552.23%-574.4pp | 408.60%-430.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,292 | $4,995-54.1% | $4,226-45.8% | $4,740-51.6% |
| Participant deferral / active EE | $2,742 | $6,923-60.4% | $6,182-55.6% | $6,400-57.2% |
| Admin fee / account holder | $3,094 | $10,471-70.5% | $8,698-64.4% | $11,426-72.9% |