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 | $21,836 | $104,486-79.1% | $76,817-71.6% | $152,861-85.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | -8.61% | 1013.37%-1022.0pp | 1166.11%-1174.7pp | 345.32%-353.9pp |
| Employer contribution / active EE | $1,774 | $3,116-43.1% | $2,302-22.9% | $4,762-62.8% |
| Participant deferral / active EE | $11,660 | $4,236+175.3% | $3,336+249.6% | $5,850+99.3% |
| Admin fee / account holder | $1,558 | $12,275-87.3% | $6,420-75.7% | $11,596-86.6% |