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 | $131,768 | $69,010+90.9% | $159,960-17.6% | $68,494+92.4% |
| Participation rate | 86.8% | 65.4%+21.4pp | 78.0%+8.8pp | 67.9%+18.9pp |
| Annual return | -20.07% | -9.65%-10.4pp | 408.60%-428.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $5,320 | $2,213+140.3% | $4,226+25.9% | $2,596+104.9% |
| Participant deferral / active EE | $13,728 | $4,212+225.9% | $6,182+122.1% | $4,027+240.9% |
| Admin fee / account holder | $13,357 | $4,798+178.4% | $8,698+53.6% | $5,403+147.2% |