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 7-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 | $51,275 | $64,707-20.8% | $112,228-54.3% | $68,494-25.1% |
| Participation rate | 96.7% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.8pp |
| Annual return | -39.83% | -11.40%-28.4pp | 27.45%-67.3pp | -7.84%-32.0pp |
| Employer contribution / active EE | $9,327 | $2,746+239.7% | $3,635+156.6% | $2,596+259.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $22,233 | $5,232+324.9% | $6,410+246.8% | $5,403+311.5% |