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 | $106,668 | $105,998+0.6% | $92,233+15.7% | $147,584-27.7% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | -26.11% | 50.05%-76.2pp | 176.28%-202.4pp | 578.55%-604.7pp |
| Employer contribution / active EE | $1,338 | $4,333-69.1% | $3,679-63.6% | $4,876-72.6% |
| Participant deferral / active EE | $2,840 | $4,478-36.6% | $3,897-27.1% | $5,439-47.8% |
| Admin fee / account holder | $56,247 | $6,332+788.3% | $5,194+983.0% | $10,885+416.7% |