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 7-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 | $31,862 | $167,484-81.0% | $151,611-79.0% | $134,475-76.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.76% | 7.80%-30.6pp | 3.33%-26.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,851 | $6,829-58.3% | $6,166-53.8% | $4,740-39.9% |
| Participant deferral / active EE | $11,668 | $8,986+29.8% | $8,363+39.5% | $6,400+82.3% |
| Admin fee / account holder | $832 | $13,783-94.0% | $11,616-92.8% | $11,426-92.7% |