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 | $103,105 | $82,664+24.7% | $125,339-17.7% | $68,494+50.5% |
| Participation rate | 95.8% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -19.83% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $775 | $3,381-77.1% | $4,814-83.9% | $2,596-70.1% |
| Participant deferral / active EE | $10,118 | $6,110+65.6% | $7,446+35.9% | $4,027+151.2% |
| Admin fee / account holder | $7,809 | $6,275+24.4% | $10,010-22.0% | $5,403+44.5% |