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 9-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 | $89,705 | $82,664+8.5% | $125,339-28.4% | $68,494+31.0% |
| Participation rate | 73.8% | 75.0%-1.2pp | 82.4%-8.6pp | 67.9%+5.9pp |
| Annual return | -19.55% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,875 | $3,381+14.6% | $4,814-19.5% | $2,596+49.3% |
| Participant deferral / active EE | $9,098 | $6,110+48.9% | $7,446+22.2% | $4,027+125.9% |
| Admin fee / account holder | $2,638 | $6,275-58.0% | $10,010-73.6% | $5,403-51.2% |