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 | $173,805 | $95,862+81.3% | $79,550+118.5% | $134,475+29.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -24.18% | -2.69%-21.5pp | 0.16%-24.3pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,380 | $3,128-55.9% | $2,413-42.8% | $4,740-70.9% |
| Participant deferral / active EE | $5,205 | $4,693+10.9% | $3,985+30.6% | $6,400-18.7% |
| Admin fee / account holder | $2,444 | $9,126-73.2% | $6,832-64.2% | $11,426-78.6% |