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 | $94,943 | $107,334-11.5% | $92,893+2.2% | $152,861-37.9% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | -20.44% | 145.58%-166.0pp | 109.41%-129.9pp | 345.32%-365.8pp |
| Employer contribution / active EE | $8,506 | $4,221+101.5% | $3,653+132.9% | $4,762+78.6% |
| Participant deferral / active EE | $10,202 | $4,845+110.6% | $4,236+140.8% | $5,850+74.4% |
| Admin fee / account holder | $1,167 | $7,079-83.5% | $5,794-79.9% | $11,596-89.9% |