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 | $123,044 | $82,664+48.8% | $125,339-1.8% | $68,494+79.6% |
| Participation rate | 78.0% | 75.0%+3.0pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -21.40% | -5.97%-15.4pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $3,135 | $3,381-7.3% | $4,814-34.9% | $2,596+20.8% |
| Participant deferral / active EE | $7,563 | $6,110+23.8% | $7,446+1.6% | $4,027+87.8% |
| Admin fee / account holder | $46,746 | $6,275+644.9% | $10,010+367.0% | $5,403+765.2% |