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 | $57,896 | $82,664-30.0% | $125,339-53.8% | $68,494-15.5% |
| Participation rate | 90.2% | 75.0%+15.1pp | 82.4%+7.8pp | 67.9%+22.3pp |
| Annual return | -21.37% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,206 | $3,381-34.8% | $4,814-54.2% | $2,596-15.0% |
| Participant deferral / active EE | $9,042 | $6,110+48.0% | $7,446+21.4% | $4,027+124.5% |
| Admin fee / account holder | $1,628 | $6,275-74.1% | $10,010-83.7% | $5,403-69.9% |