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 | $43,381 | $85,202-49.1% | $172,739-74.9% | $72,985-40.6% |
| Participation rate | 84.2% | 70.1%+14.1pp | 82.6%+1.6pp | 69.5%+14.7pp |
| Annual return | -8.85% | 27.32%-36.2pp | 802.84%-811.7pp | 81.00%-89.9pp |
| Employer contribution / active EE | $9,524 | $3,324+186.5% | $5,143+85.2% | $2,440+290.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,819 | $5,884-52.1% | $13,954-79.8% | $5,124-45.0% |