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 | $106,780 | $45,863+132.8% | $77,024+38.6% | $68,494+55.9% |
| Participation rate | 80.8% | 55.9%+24.9pp | 67.9%+12.9pp | 67.9%+12.9pp |
| Annual return | -56.21% | 1.72%-57.9pp | 42.32%-98.5pp | -7.84%-48.4pp |
| Employer contribution / active EE | $5,444 | $1,650+230.0% | $2,812+93.6% | $2,596+109.7% |
| Participant deferral / active EE | $4,000 | $2,962+35.0% | $4,426-9.6% | $4,027-0.7% |
| Admin fee / account holder | $1,621 | $3,041-46.7% | $5,425-70.1% | $5,403-70.0% |