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 | $20,075 | $158,817-87.4% | $121,196-83.4% | $135,375-85.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.62% | -0.64%-12.0pp | 16.93%-29.5pp | 519.73%-532.4pp |
| Employer contribution / active EE | $759 | $5,665-86.6% | $4,022-81.1% | $4,779-84.1% |
| Participant deferral / active EE | $7,743 | $4,005+93.3% | $3,344+131.5% | $5,609+38.1% |
| Admin fee / account holder | $360 | $6,512-94.5% | $5,019-92.8% | $10,827-96.7% |