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 | $118,819 | $82,664+43.7% | $125,339-5.2% | $68,494+73.5% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,684 | $3,381-50.2% | $4,814-65.0% | $2,596-35.1% |
| Participant deferral / active EE | $6,225 | $6,110+1.9% | $7,446-16.4% | $4,027+54.6% |
| Admin fee / account holder | $7,498 | $6,275+19.5% | $10,010-25.1% | $5,403+38.8% |