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 | $35,965 | $82,664-56.5% | $125,339-71.3% | $68,494-47.5% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -20.42% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,139 | $3,381-36.7% | $4,814-55.6% | $2,596-17.6% |
| Participant deferral / active EE | $5,796 | $6,110-5.1% | $7,446-22.2% | $4,027+43.9% |
| Admin fee / account holder | $1,801 | $6,275-71.3% | $10,010-82.0% | $5,403-66.7% |