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 6-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 | $40,558 | $99,640-59.3% | $86,436-53.1% | $134,475-69.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.24% | 6782.58%-6805.8pp | 4394.89%-4418.1pp | 417.96%-441.2pp |
| Employer contribution / active EE | $5,485 | $4,400+24.6% | $3,769+45.5% | $4,740+15.7% |
| Participant deferral / active EE | $8,170 | $7,246+12.7% | $6,952+17.5% | $6,400+27.7% |
| Admin fee / account holder | $620 | $8,371-92.6% | $6,731-90.8% | $11,426-94.6% |