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 | $168,487 | $95,862+75.8% | $79,550+111.8% | $134,475+25.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -21.43% | -2.69%-18.7pp | 0.16%-21.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,805 | $3,128+53.6% | $2,413+99.1% | $4,740+1.4% |
| Participant deferral / active EE | $5,986 | $4,693+27.5% | $3,985+50.2% | $6,400-6.5% |
| Admin fee / account holder | $4,232 | $9,126-53.6% | $6,832-38.1% | $11,426-63.0% |