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 | $91,378 | $54,350+68.1% | $82,719+10.5% | $68,494+33.4% |
| Participation rate | 92.1% | 63.9%+28.1pp | 72.6%+19.5pp | 67.9%+24.2pp |
| Annual return | -20.03% | -13.67%-6.4pp | 701.18%-721.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $15,247 | $2,218+587.4% | $3,009+406.7% | $2,596+487.3% |
| Participant deferral / active EE | $4,469 | $3,246+37.7% | $4,395+1.7% | $4,027+11.0% |
| Admin fee / account holder | $1,345 | $4,395-69.4% | $5,329-74.8% | $5,403-75.1% |