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 | $103,867 | $69,010+50.5% | $159,960-35.1% | $68,494+51.6% |
| Participation rate | 81.0% | 65.4%+15.5pp | 78.0%+3.0pp | 67.9%+13.1pp |
| Annual return | -21.59% | -9.65%-11.9pp | 408.60%-430.2pp | -7.84%-13.7pp |
| Employer contribution / active EE | $4,427 | $2,213+100.0% | $4,226+4.8% | $2,596+70.5% |
| Participant deferral / active EE | $11,150 | $4,212+164.7% | $6,182+80.3% | $4,027+176.9% |
| Admin fee / account holder | $1,576 | $4,798-67.2% | $8,698-81.9% | $5,403-70.8% |