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 | $66,941 | $54,350+23.2% | $82,719-19.1% | $68,494-2.3% |
| Participation rate | 83.8% | 63.9%+19.9pp | 72.6%+11.2pp | 67.9%+15.9pp |
| Annual return | -22.36% | -13.67%-8.7pp | 701.18%-723.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $3,844 | $2,218+73.3% | $3,009+27.8% | $2,596+48.1% |
| Participant deferral / active EE | $9,575 | $3,246+195.0% | $4,395+117.9% | $4,027+137.8% |
| Admin fee / account holder | $9,590 | $4,395+118.2% | $5,329+80.0% | $5,403+77.5% |