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 | $60,725 | $94,529-35.8% | $140,016-56.6% | $64,186-5.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -7.48% | 7.77%-15.3pp | 651.12%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,585 | $3,812+46.5% | $5,606-0.4% | $2,381+134.6% |
| Participant deferral / active EE | $11,189 | $5,250+113.1% | $6,927+61.5% | $3,470+222.5% |
| Admin fee / account holder | $3,120 | $6,741-53.7% | $10,705-70.9% | $4,888-36.2% |