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 | $65,459 | $82,664-20.8% | $125,339-47.8% | $68,494-4.4% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -24.50% | -5.97%-18.5pp | 572.05%-596.6pp | -7.84%-16.7pp |
| Employer contribution / active EE | $1,336 | $3,381-60.5% | $4,814-72.2% | $2,596-48.5% |
| Participant deferral / active EE | $5,860 | $6,110-4.1% | $7,446-21.3% | $4,027+45.5% |
| Admin fee / account holder | $1,047 | $6,275-83.3% | $10,010-89.5% | $5,403-80.6% |