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 4-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 | $5,306 | $84,402-93.7% | $61,373-91.4% | $134,475-96.1% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -58.69% | 584.55%-643.2pp | 338.61%-397.3pp | 417.96%-476.7pp |
| Employer contribution / active EE | $2,969 | $1,544+92.3% | $1,159+156.1% | $4,740-37.4% |
| Participant deferral / active EE | $3,386 | $2,819+20.1% | $2,125+59.3% | $6,400-47.1% |
| Admin fee / account holder | $909 | $2,585-64.9% | $2,130-57.3% | $11,426-92.0% |