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 | $44,080 | $115,770-61.9% | $101,248-56.5% | $158,922-72.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -8.24% | 56.14%-64.4pp | 46.47%-54.7pp | 302.83%-311.1pp |
| Employer contribution / active EE | $1,052 | $4,175-74.8% | $3,660-71.2% | $4,761-77.9% |
| Participant deferral / active EE | $7,800 | $4,957+57.3% | $4,370+78.5% | $5,982+30.4% |
| Admin fee / account holder | $808 | $7,245-88.8% | $5,945-86.4% | $11,246-92.8% |