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 | $52,848 | $82,664-36.1% | $125,339-57.8% | $68,494-22.8% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -20.65% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,247 | $3,381-33.5% | $4,814-53.3% | $2,596-13.4% |
| Participant deferral / active EE | $4,822 | $6,110-21.1% | $7,446-35.2% | $4,027+19.7% |
| Admin fee / account holder | $629 | $6,275-90.0% | $10,010-93.7% | $5,403-88.4% |