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 | $25,280 | $158,817-84.1% | $121,196-79.1% | $135,375-81.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.13% | -0.64%-11.5pp | 16.93%-29.1pp | 519.73%-531.9pp |
| Employer contribution / active EE | $686 | $5,665-87.9% | $4,022-82.9% | $4,779-85.6% |
| Participant deferral / active EE | $7,400 | $4,005+84.8% | $3,344+121.3% | $5,609+31.9% |
| Admin fee / account holder | $325 | $6,512-95.0% | $5,019-93.5% | $10,827-97.0% |