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 | $41,770 | $30,615+36.4% | $74,701-44.1% | - |
| Participation rate | 0.0% | 43.6%-43.6pp | 54.5%-54.5pp | - |
| Annual return | 3.30% | 14.02%-10.7pp | 752.92%-749.6pp | - |
| Employer contribution / active EE | $0 | $1,331-100.0% | $1,084-100.0% | - |
| Participant deferral / active EE | $0 | $1,056-100.0% | $1,964-100.0% | - |
| Admin fee / account holder | $2,991 | $2,499+19.7% | $3,333-10.3% | - |