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 4-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 | $11,421 | $99,640-88.5% | $86,436-86.8% | $134,475-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -72.25% | 6782.58%-6854.8pp | 4394.89%-4467.1pp | 417.96%-490.2pp |
| Employer contribution / active EE | $7,100 | $4,400+61.3% | $3,769+88.4% | $4,740+49.8% |
| Participant deferral / active EE | $17,657 | $7,246+143.7% | $6,952+154.0% | $6,400+175.9% |
| Admin fee / account holder | $1,196 | $8,371-85.7% | $6,731-82.2% | $11,426-89.5% |