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 | $144,401 | $82,664+74.7% | $125,339+15.2% | $68,494+110.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.46% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,198 | $3,381-5.4% | $4,814-33.6% | $2,596+23.2% |
| Participant deferral / active EE | $6,932 | $6,110+13.4% | $7,446-6.9% | $4,027+72.1% |
| Admin fee / account holder | $1,192 | $6,275-81.0% | $10,010-88.1% | $5,403-77.9% |