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 | $146,741 | $82,664+77.5% | $125,339+17.1% | $68,494+114.2% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -20.72% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $3,999 | $3,381+18.3% | $4,814-16.9% | $2,596+54.0% |
| Participant deferral / active EE | $9,033 | $6,110+47.8% | $7,446+21.3% | $4,027+124.3% |
| Admin fee / account holder | $1,030 | $6,275-83.6% | $10,010-89.7% | $5,403-80.9% |