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 | $94,592 | $82,664+14.4% | $125,339-24.5% | $68,494+38.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.05% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,897 | $3,381-43.9% | $4,814-60.6% | $2,596-26.9% |
| Participant deferral / active EE | $9,305 | $6,110+52.3% | $7,446+25.0% | $4,027+131.0% |
| Admin fee / account holder | $4,992 | $6,275-20.4% | $10,010-50.1% | $5,403-7.6% |