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 | $86,936 | $82,664+5.2% | $125,339-30.6% | $68,494+26.9% |
| Participation rate | 81.6% | 75.0%+6.5pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -21.97% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,868 | $3,381+14.4% | $4,814-19.7% | $2,596+49.0% |
| Participant deferral / active EE | $9,260 | $6,110+51.5% | $7,446+24.4% | $4,027+129.9% |
| Admin fee / account holder | $1,445 | $6,275-77.0% | $10,010-85.6% | $5,403-73.3% |