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 | $16,575 | $96,635-82.8% | $86,612-80.9% | $139,434-88.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | -10.25% | 106.41%-116.7pp | 591.07%-601.3pp | 372.94%-383.2pp |
| Employer contribution / active EE | $437 | $3,263-86.6% | $3,022-85.6% | $4,751-90.8% |
| Participant deferral / active EE | $1,723 | $4,836-64.4% | $4,438-61.2% | $6,710-74.3% |
| Admin fee / account holder | $1,851 | $6,408-71.1% | $5,614-67.0% | $11,403-83.8% |