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 | $114,675 | $82,664+38.7% | $125,339-8.5% | $68,494+67.4% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -22.69% | -5.97%-16.7pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,265 | $3,381-3.4% | $4,814-32.2% | $2,596+25.8% |
| Participant deferral / active EE | $5,151 | $6,110-15.7% | $7,446-30.8% | $4,027+27.9% |
| Admin fee / account holder | $722 | $6,275-88.5% | $10,010-92.8% | $5,403-86.6% |