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 3-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 | $8,657 | $70,606-87.7% | $53,898-83.9% | $142,382-93.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -19.24% | 619.81%-639.1pp | 528.60%-547.8pp | 217.08%-236.3pp |
| Employer contribution / active EE | $294 | $1,202-75.5% | $932-68.5% | $4,299-93.2% |
| Participant deferral / active EE | $567 | $2,364-76.0% | $1,826-69.0% | $6,507-91.3% |
| Admin fee / account holder | $4,015 | $2,852+40.8% | $2,491+61.2% | $12,624-68.2% |