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 | $65,026 | $82,664-21.3% | $125,339-48.1% | $68,494-5.1% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -19.57% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,084 | $3,381+20.8% | $4,814-15.2% | $2,596+57.3% |
| Participant deferral / active EE | $2,778 | $6,110-54.5% | $7,446-62.7% | $4,027-31.0% |
| Admin fee / account holder | $4,018 | $6,275-36.0% | $10,010-59.9% | $5,403-25.6% |