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 | $105,721 | $82,664+27.9% | $125,339-15.7% | $68,494+54.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.41% | -5.97%-13.4pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $7,466 | $3,381+120.8% | $4,814+55.1% | $2,596+187.6% |
| Participant deferral / active EE | $8,325 | $6,110+36.2% | $7,446+11.8% | $4,027+106.7% |
| Admin fee / account holder | $2,476 | $6,275-60.5% | $10,010-75.3% | $5,403-54.2% |