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 8-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 | $11,883 | $27,641-57.0% | $61,373-80.6% | $68,494-82.7% |
| Participation rate | 70.2% | 39.5%+30.7pp | 52.6%+17.6pp | 67.9%+2.3pp |
| Annual return | -22.88% | -13.24%-9.6pp | 338.61%-361.5pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,060 | $695+52.4% | $1,159-8.6% | $2,596-59.2% |
| Participant deferral / active EE | $1,847 | $1,263+46.2% | $2,125-13.1% | $4,027-54.1% |
| Admin fee / account holder | $608 | $2,010-69.8% | $2,130-71.5% | $5,403-88.7% |