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 | $97,124 | $82,664+17.5% | $125,339-22.5% | $68,494+41.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -22.96% | -5.97%-17.0pp | 572.05%-595.0pp | -7.84%-15.1pp |
| Employer contribution / active EE | $3,169 | $3,381-6.3% | $4,814-34.2% | $2,596+22.0% |
| Participant deferral / active EE | $5,399 | $6,110-11.6% | $7,446-27.5% | $4,027+34.1% |
| Admin fee / account holder | $28,706 | $6,275+357.4% | $10,010+186.8% | $5,403+431.3% |