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 | $130,283 | $69,010+88.8% | $159,960-18.6% | $68,494+90.2% |
| Participation rate | 70.0% | 65.4%+4.6pp | 78.0%-8.0pp | 67.9%+2.1pp |
| Annual return | -19.90% | -9.65%-10.3pp | 408.60%-428.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $6,122 | $2,213+176.6% | $4,226+44.9% | $2,596+135.8% |
| Participant deferral / active EE | $8,618 | $4,212+104.6% | $6,182+39.4% | $4,027+114.0% |
| Admin fee / account holder | $1,852 | $4,798-61.4% | $8,698-78.7% | $5,403-65.7% |