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 8-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 | $52,255 | $90,600-42.3% | $79,464-34.2% | $135,375-61.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -33.76% | 977.43%-1011.2pp | 718.14%-751.9pp | 519.73%-553.5pp |
| Employer contribution / active EE | $19,936 | $3,068+549.8% | $2,800+611.9% | $4,779+317.2% |
| Participant deferral / active EE | $21,858 | $4,050+439.7% | $3,704+490.1% | $5,609+289.7% |
| Admin fee / account holder | $1,450 | $5,907-75.5% | $5,113-71.6% | $10,827-86.6% |