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 | $30,562 | $92,703-67.0% | $82,719-63.1% | $134,475-77.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.85% | 944.92%-970.8pp | 701.18%-727.0pp | 417.96%-443.8pp |
| Employer contribution / active EE | $3,939 | $3,274+20.3% | $3,009+30.9% | $4,740-16.9% |
| Participant deferral / active EE | $3,939 | $4,802-18.0% | $4,395-10.4% | $6,400-38.5% |
| Admin fee / account holder | $16,148 | $5,983+169.9% | $5,329+203.0% | $11,426+41.3% |