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 | $79,609 | $82,664-3.7% | $125,339-36.5% | $68,494+16.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.47% | -5.97%-16.5pp | 572.05%-594.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $3,913 | $3,381+15.7% | $4,814-18.7% | $2,596+50.7% |
| Participant deferral / active EE | $10,657 | $6,110+74.4% | $7,446+43.1% | $4,027+164.6% |
| Admin fee / account holder | $1,174 | $6,275-81.3% | $10,010-88.3% | $5,403-78.3% |