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 | $87,828 | $58,320+50.6% | $86,436+1.6% | $66,914+31.3% |
| Participation rate | 82.7% | 78.6%+4.1pp | 80.3%+2.4pp | 69.8%+12.9pp |
| Annual return | -19.10% | -9.71%-9.4pp | 4394.89%-4414.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $3,164 | $2,615+21.0% | $3,769-16.1% | $2,544+24.3% |
| Participant deferral / active EE | $7,681 | $6,899+11.3% | $6,952+10.5% | $4,237+81.3% |
| Admin fee / account holder | $5,555 | $546+917.6% | $6,731-17.5% | $593+836.3% |