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 | $192,813 | $82,664+133.2% | $125,339+53.8% | $68,494+181.5% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -20.47% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $781 | $3,381-76.9% | $4,814-83.8% | $2,596-69.9% |
| Participant deferral / active EE | $8,006 | $6,110+31.0% | $7,446+7.5% | $4,027+98.8% |
| Admin fee / account holder | $9,342 | $6,275+48.9% | $10,010-6.7% | $5,403+72.9% |