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 | $159,917 | $82,664+93.5% | $125,339+27.6% | $68,494+133.5% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -20.46% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $5,603 | $3,381+65.7% | $4,814+16.4% | $2,596+115.8% |
| Participant deferral / active EE | $9,083 | $6,110+48.6% | $7,446+22.0% | $4,027+125.5% |
| Admin fee / account holder | $11,099 | $6,275+76.9% | $10,010+10.9% | $5,403+105.4% |