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 5-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 | $13,045 | $96,635-86.5% | $86,612-84.9% | $139,434-90.6% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | -19.51% | 106.41%-125.9pp | 591.07%-610.6pp | 372.94%-392.4pp |
| Employer contribution / active EE | $1,165 | $3,263-64.3% | $3,022-61.5% | $4,751-75.5% |
| Participant deferral / active EE | $6,259 | $4,836+29.4% | $4,438+41.0% | $6,710-6.7% |
| Admin fee / account holder | $3,863 | $6,408-39.7% | $5,614-31.2% | $11,403-66.1% |