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 | $157,806 | $82,664+90.9% | $125,339+25.9% | $68,494+130.4% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -22.00% | -5.97%-16.0pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $5,386 | $3,381+59.3% | $4,814+11.9% | $2,596+107.4% |
| Participant deferral / active EE | $13,175 | $6,110+115.6% | $7,446+76.9% | $4,027+227.1% |
| Admin fee / account holder | $1,564 | $6,275-75.1% | $10,010-84.4% | $5,403-71.0% |