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 6-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 | $20,384 | $138,044-85.2% | $125,339-83.7% | $134,475-84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -40.91% | 750.33%-791.2pp | 572.05%-613.0pp | 417.96%-458.9pp |
| Employer contribution / active EE | $3,406 | $5,243-35.0% | $4,814-29.2% | $4,740-28.1% |
| Participant deferral / active EE | $9,363 | $7,799+20.1% | $7,446+25.7% | $6,400+46.3% |
| Admin fee / account holder | $1,383 | $11,571-88.1% | $10,010-86.2% | $11,426-87.9% |