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 | $71,532 | $82,664-13.5% | $125,339-42.9% | $68,494+4.4% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -19.78% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $4,104 | $3,381+21.4% | $4,814-14.7% | $2,596+58.1% |
| Participant deferral / active EE | $7,800 | $6,110+27.7% | $7,446+4.8% | $4,027+93.7% |
| Admin fee / account holder | $2,871 | $6,275-54.3% | $10,010-71.3% | $5,403-46.9% |