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 9-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 | $50,488 | $82,664-38.9% | $125,339-59.7% | $68,494-26.3% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -19.83% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $4,289 | $3,381+26.9% | $4,814-10.9% | $2,596+65.2% |
| Participant deferral / active EE | $8,877 | $6,110+45.3% | $7,446+19.2% | $4,027+120.4% |
| Admin fee / account holder | $614 | $6,275-90.2% | $10,010-93.9% | $5,403-88.6% |