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 | $24,668 | $81,248-69.6% | $155,509-84.1% | $80,856-69.5% |
| Participation rate | 98.1% | 66.2%+31.9pp | 78.2%+19.9pp | 67.6%+30.5pp |
| Annual return | -39.78% | 33.31%-73.1pp | 64.67%-104.4pp | 35.59%-75.4pp |
| Employer contribution / active EE | $1,191 | $3,100-61.6% | $4,672-74.5% | $2,755-56.8% |
| Participant deferral / active EE | $3,921 | $3,452+13.6% | $5,626-30.3% | $4,296-8.7% |
| Admin fee / account holder | $2,373 | $7,997-70.3% | $15,912-85.1% | $6,918-65.7% |