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 | $157,458 | $82,664+90.5% | $125,339+25.6% | $68,494+129.9% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -20.55% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $5,934 | $3,381+75.5% | $4,814+23.3% | $2,596+128.5% |
| Participant deferral / active EE | $6,657 | $6,110+8.9% | $7,446-10.6% | $4,027+65.3% |
| Admin fee / account holder | $4,626 | $6,275-26.3% | $10,010-53.8% | $5,403-14.4% |