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 | $77,963 | $82,664-5.7% | $125,339-37.8% | $68,494+13.8% |
| Participation rate | 92.5% | 75.0%+17.5pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -19.58% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $5,281 | $3,381+56.2% | $4,814+9.7% | $2,596+103.4% |
| Participant deferral / active EE | $10,071 | $6,110+64.8% | $7,446+35.2% | $4,027+150.1% |
| Admin fee / account holder | $4,045 | $6,275-35.5% | $10,010-59.6% | $5,403-25.1% |