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 | $100,374 | $54,229+85.1% | $70,092+43.2% | $68,494+46.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -20.03% | -13.87%-6.2pp | 190.73%-210.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $4,180 | $2,018+107.1% | $2,559+63.4% | $2,596+61.0% |
| Participant deferral / active EE | $5,706 | $2,956+93.0% | $3,849+48.3% | $4,027+41.7% |
| Admin fee / account holder | $6,367 | $4,694+35.6% | $6,267+1.6% | $5,403+17.8% |