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 | $129,111 | $82,664+56.2% | $125,339+3.0% | $68,494+88.5% |
| Participation rate | 76.4% | 75.0%+1.3pp | 82.4%-6.0pp | 67.9%+8.5pp |
| Annual return | -21.40% | -5.97%-15.4pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,884 | $3,381-14.7% | $4,814-40.1% | $2,596+11.1% |
| Participant deferral / active EE | $12,537 | $6,110+105.2% | $7,446+68.4% | $4,027+211.3% |
| Admin fee / account holder | $12,983 | $6,275+106.9% | $10,010+29.7% | $5,403+140.3% |