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 | $79,658 | $82,664-3.6% | $125,339-36.4% | $68,494+16.3% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -19.75% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,902 | $3,381-43.7% | $4,814-60.5% | $2,596-26.7% |
| Participant deferral / active EE | $3,937 | $6,110-35.6% | $7,446-47.1% | $4,027-2.2% |
| Admin fee / account holder | $2,788 | $6,275-55.6% | $10,010-72.1% | $5,403-48.4% |