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 10-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 | $28,874 | $211,958-86.4% | $169,463-83.0% | $135,375-78.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.15% | 3.26%-20.4pp | 1.83%-19.0pp | 519.73%-536.9pp |
| Employer contribution / active EE | $2,540 | $5,120-50.4% | $4,159-38.9% | $4,779-46.8% |
| Participant deferral / active EE | $2,817 | $6,075-53.6% | $5,277-46.6% | $5,609-49.8% |
| Admin fee / account holder | $2,252 | $11,471-80.4% | $9,109-75.3% | $10,827-79.2% |