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 5-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 | $24,913 | $190,805-86.9% | $159,960-84.4% | $134,475-81.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.27% | 552.23%-578.5pp | 408.60%-434.9pp | 417.96%-444.2pp |
| Employer contribution / active EE | $2,377 | $4,995-52.4% | $4,226-43.8% | $4,740-49.9% |
| Participant deferral / active EE | $18,503 | $6,923+167.3% | $6,182+199.3% | $6,400+189.1% |
| Admin fee / account holder | $378 | $10,471-96.4% | $8,698-95.7% | $11,426-96.7% |