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 | $44,554 | $82,664-46.1% | $125,339-64.5% | $68,494-35.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -19.56% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,964 | $3,381-12.3% | $4,814-38.4% | $2,596+14.2% |
| Participant deferral / active EE | $7,496 | $6,110+22.7% | $7,446+0.7% | $4,027+86.1% |
| Admin fee / account holder | $8,206 | $6,275+30.8% | $10,010-18.0% | $5,403+51.9% |