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 | $97,491 | $82,664+17.9% | $125,339-22.2% | $68,494+42.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.91% | -5.97%-13.9pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $6,566 | $3,381+94.2% | $4,814+36.4% | $2,596+152.9% |
| Participant deferral / active EE | $9,834 | $6,110+60.9% | $7,446+32.1% | $4,027+144.2% |
| Admin fee / account holder | $3,634 | $6,275-42.1% | $10,010-63.7% | $5,403-32.7% |