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 | $57,441 | $82,664-30.5% | $125,339-54.2% | $68,494-16.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -23.03% | -5.97%-17.1pp | 572.05%-595.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $2,722 | $3,381-19.5% | $4,814-43.4% | $2,596+4.9% |
| Participant deferral / active EE | $5,695 | $6,110-6.8% | $7,446-23.5% | $4,027+41.4% |
| Admin fee / account holder | $2,524 | $6,275-59.8% | $10,010-74.8% | $5,403-53.3% |