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 | $57,699 | $76,000-24.1% | $154,107-62.6% | $64,186-10.1% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -9.24% | 30.32%-39.6pp | 735.12%-744.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $5,431 | $3,351+62.1% | $5,298+2.5% | $2,381+128.1% |
| Participant deferral / active EE | $9,622 | $3,175+203.1% | $5,081+89.4% | $3,470+177.3% |
| Admin fee / account holder | $4,237 | $5,596-24.3% | $13,411-68.4% | $4,888-13.3% |