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 | $29,658 | $92,703-68.0% | $82,719-64.1% | $134,475-77.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -21.27% | 944.92%-966.2pp | 701.18%-722.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $811 | $3,274-75.2% | $3,009-73.1% | $4,740-82.9% |
| Participant deferral / active EE | $3,664 | $4,802-23.7% | $4,395-16.6% | $6,400-42.7% |
| Admin fee / account holder | $1,201 | $5,983-79.9% | $5,329-77.5% | $11,426-89.5% |