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 | $102,579 | $69,010+48.6% | $159,960-35.9% | $68,494+49.8% |
| Participation rate | 83.3% | 65.4%+17.9pp | 78.0%+5.4pp | 67.9%+15.4pp |
| Annual return | -22.81% | -9.65%-13.2pp | 408.60%-431.4pp | -7.84%-15.0pp |
| Employer contribution / active EE | $4,115 | $2,213+85.9% | $4,226-2.6% | $2,596+58.5% |
| Participant deferral / active EE | $3,229 | $4,212-23.3% | $6,182-47.8% | $4,027-19.8% |
| Admin fee / account holder | $1,711 | $4,798-64.3% | $8,698-80.3% | $5,403-68.3% |