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 8-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 | $87,650 | $82,664+6.0% | $125,339-30.1% | $68,494+28.0% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -24.34% | -5.97%-18.4pp | 572.05%-596.4pp | -7.84%-16.5pp |
| Employer contribution / active EE | $9,214 | $3,381+172.5% | $4,814+91.4% | $2,596+254.9% |
| Participant deferral / active EE | $9,388 | $6,110+53.6% | $7,446+26.1% | $4,027+133.1% |
| Admin fee / account holder | $2,468 | $6,275-60.7% | $10,010-75.3% | $5,403-54.3% |