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 | $198,316 | $82,664+139.9% | $125,339+58.2% | $68,494+189.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.76% | -5.97%-17.8pp | 572.05%-595.8pp | -7.84%-15.9pp |
| Employer contribution / active EE | $9,163 | $3,381+171.0% | $4,814+90.3% | $2,596+252.9% |
| Participant deferral / active EE | $8,210 | $6,110+34.4% | $7,446+10.3% | $4,027+103.9% |
| Admin fee / account holder | $6,737 | $6,275+7.4% | $10,010-32.7% | $5,403+24.7% |