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 | $64,536 | $54,350+18.7% | $82,719-22.0% | $68,494-5.8% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -20.84% | -13.67%-7.2pp | 701.18%-722.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $472 | $2,218-78.7% | $3,009-84.3% | $2,596-81.8% |
| Participant deferral / active EE | $7,141 | $3,246+120.0% | $4,395+62.5% | $4,027+77.3% |
| Admin fee / account holder | $5,538 | $4,395+26.0% | $5,329+3.9% | $5,403+2.5% |