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 | $77,659 | $82,664-6.1% | $125,339-38.0% | $68,494+13.4% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -20.14% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,426 | $3,381+1.3% | $4,814-28.8% | $2,596+31.9% |
| Participant deferral / active EE | $5,781 | $6,110-5.4% | $7,446-22.4% | $4,027+43.5% |
| Admin fee / account holder | $1,990 | $6,275-68.3% | $10,010-80.1% | $5,403-63.2% |