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 | $37,154 | $78,694-52.8% | $67,652-45.1% | $125,391-70.4% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | -4.24% | 9.46%-13.7pp | 6625.04%-6629.3pp | 282.22%-286.5pp |
| Employer contribution / active EE | $1,149 | $3,044-62.2% | $2,266-49.3% | $4,866-76.4% |
| Participant deferral / active EE | $1,371 | $4,292-68.1% | $3,560-61.5% | $5,352-74.4% |
| Admin fee / account holder | $4,155 | $7,403-43.9% | $4,821-13.8% | $9,540-56.4% |