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 | $10,764 | $108,172-90.0% | $77,482-86.1% | $158,922-93.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -2.48% | 31.67%-34.2pp | 54.79%-57.3pp | 302.83%-305.3pp |
| Employer contribution / active EE | $579 | $1,325-56.3% | $986-41.4% | $4,761-87.8% |
| Participant deferral / active EE | $662 | $2,456-73.1% | $1,861-64.5% | $5,982-88.9% |
| Admin fee / account holder | $8,360 | $3,708+125.5% | $2,858+192.5% | $11,246-25.7% |