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 3-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 | $30,073 | $159,901-81.2% | $146,958-79.5% | $145,922-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.94% | 98.13%-100.1pp | 418.34%-420.3pp | 561.29%-563.2pp |
| Employer contribution / active EE | $1,904 | $5,286-64.0% | $4,933-61.4% | $4,660-59.1% |
| Participant deferral / active EE | $5,415 | $8,428-35.8% | $8,070-32.9% | $6,688-19.0% |
| Admin fee / account holder | $484 | $15,044-96.8% | $12,998-96.3% | $13,397-96.4% |