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 | $104,953 | $57,354+83.0% | $83,848+25.2% | $64,186+63.5% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -9.96% | 11.38%-21.3pp | 850.88%-860.8pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,610 | $2,545+2.6% | $3,631-28.1% | $2,381+9.6% |
| Participant deferral / active EE | $5,302 | $2,993+77.2% | $4,082+29.9% | $3,470+52.8% |
| Admin fee / account holder | $324 | $4,046-92.0% | $5,478-94.1% | $4,888-93.4% |