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 | $76,291 | $82,664-7.7% | $125,339-39.1% | $68,494+11.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.46% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,756 | $3,381-18.5% | $4,814-42.7% | $2,596+6.2% |
| Participant deferral / active EE | $2,561 | $6,110-58.1% | $7,446-65.6% | $4,027-36.4% |
| Admin fee / account holder | $5,611 | $6,275-10.6% | $10,010-43.9% | $5,403+3.8% |