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 | $122,161 | $82,664+47.8% | $125,339-2.5% | $68,494+78.4% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -23.05% | -5.97%-17.1pp | 572.05%-595.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $2,968 | $3,381-12.2% | $4,814-38.3% | $2,596+14.3% |
| Participant deferral / active EE | $3,673 | $6,110-39.9% | $7,446-50.7% | $4,027-8.8% |
| Admin fee / account holder | $3,321 | $6,275-47.1% | $10,010-66.8% | $5,403-38.5% |