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 | $169,266 | $82,664+104.8% | $125,339+35.0% | $68,494+147.1% |
| Participation rate | 89.9% | 75.0%+14.8pp | 82.4%+7.5pp | 67.9%+22.0pp |
| Annual return | -21.12% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,667 | $3,381-21.1% | $4,814-44.6% | $2,596+2.7% |
| Participant deferral / active EE | $8,506 | $6,110+39.2% | $7,446+14.2% | $4,027+111.2% |
| Admin fee / account holder | $1,189 | $6,275-81.1% | $10,010-88.1% | $5,403-78.0% |