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 | $35,657 | $138,044-74.2% | $125,339-71.6% | $134,475-73.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -22.00% | 750.33%-772.3pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $4,153 | $5,243-20.8% | $4,814-13.7% | $4,740-12.4% |
| Participant deferral / active EE | $4,742 | $7,799-39.2% | $7,446-36.3% | $6,400-25.9% |
| Admin fee / account holder | $1,022 | $11,571-91.2% | $10,010-89.8% | $11,426-91.1% |