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 | $94,461 | $82,664+14.3% | $125,339-24.6% | $68,494+37.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -23.02% | -5.97%-17.1pp | 572.05%-595.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $2,608 | $3,381-22.9% | $4,814-45.8% | $2,596+0.4% |
| Participant deferral / active EE | $5,050 | $6,110-17.4% | $7,446-32.2% | $4,027+25.4% |
| Admin fee / account holder | $3,751 | $6,275-40.2% | $10,010-62.5% | $5,403-30.6% |