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 7-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 | $96,268 | $82,664+16.5% | $125,339-23.2% | $68,494+40.5% |
| Participation rate | 82.8% | 75.0%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -20.29% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,635 | $3,381+7.5% | $4,814-24.5% | $2,596+40.0% |
| Participant deferral / active EE | $8,450 | $6,110+38.3% | $7,446+13.5% | $4,027+109.8% |
| Admin fee / account holder | $1,628 | $6,275-74.1% | $10,010-83.7% | $5,403-69.9% |