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 8-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 | $78,663 | $54,229+45.1% | $70,092+12.2% | $68,494+14.8% |
| Participation rate | 77.4% | 64.5%+12.9pp | 70.5%+6.9pp | 67.9%+9.5pp |
| Annual return | -19.57% | -13.87%-5.7pp | 190.73%-210.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,810 | $2,018+88.8% | $2,559+48.9% | $2,596+46.7% |
| Participant deferral / active EE | $9,372 | $2,956+217.1% | $3,849+143.5% | $4,027+132.7% |
| Admin fee / account holder | $1,566 | $4,694-66.6% | $6,267-75.0% | $5,403-71.0% |