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 | $67,232 | $82,664-18.7% | $125,339-46.4% | $68,494-1.8% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -20.22% | -5.97%-14.2pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $4,260 | $3,381+26.0% | $4,814-11.5% | $2,596+64.1% |
| Participant deferral / active EE | $9,856 | $6,110+61.3% | $7,446+32.4% | $4,027+144.7% |
| Admin fee / account holder | $1,705 | $6,275-72.8% | $10,010-83.0% | $5,403-68.4% |