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 | $94,192 | $82,664+13.9% | $125,339-24.8% | $68,494+37.5% |
| Participation rate | 79.3% | 75.0%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -22.56% | -5.97%-16.6pp | 572.05%-594.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,040 | $3,381-69.2% | $4,814-78.4% | $2,596-60.0% |
| Participant deferral / active EE | $5,387 | $6,110-11.8% | $7,446-27.7% | $4,027+33.8% |
| Admin fee / account holder | $2,739 | $6,275-56.3% | $10,010-72.6% | $5,403-49.3% |