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 | $223,658 | $147,167+52.0% | $111,392+100.8% | $135,375+65.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 78.9%+8.6pp | 82.6%+4.9pp |
| Annual return | -8.93% | -4.44%-4.5pp | -2.06%-6.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,318 | $5,204-36.2% | $4,328-23.3% | $4,779-30.6% |
| Participant deferral / active EE | $10,217 | $6,565+55.6% | $5,567+83.5% | $5,609+82.2% |
| Admin fee / account holder | $622 | $20,270-96.9% | $12,266-94.9% | $10,827-94.3% |