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 | $164,790 | $82,664+99.4% | $125,339+31.5% | $68,494+140.6% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -21.10% | -5.97%-15.1pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $797 | $3,381-76.4% | $4,814-83.4% | $2,596-69.3% |
| Participant deferral / active EE | $5,017 | $6,110-17.9% | $7,446-32.6% | $4,027+24.6% |
| Admin fee / account holder | $4,032 | $6,275-35.8% | $10,010-59.7% | $5,403-25.4% |