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 | $115,788 | $76,000+52.4% | $154,107-24.9% | $64,186+80.4% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -9.33% | 30.32%-39.6pp | 735.12%-744.4pp | 7.63%-17.0pp |
| Employer contribution / active EE | $5,166 | $3,351+54.2% | $5,298-2.5% | $2,381+117.0% |
| Participant deferral / active EE | $4,770 | $3,175+50.2% | $5,081-6.1% | $3,470+37.5% |
| Admin fee / account holder | $1,391 | $5,596-75.1% | $13,411-89.6% | $4,888-71.5% |