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 | $46,781 | $82,664-43.4% | $125,339-62.7% | $68,494-31.7% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -21.49% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $5,145 | $3,381+52.2% | $4,814+6.9% | $2,596+98.2% |
| Participant deferral / active EE | $8,041 | $6,110+31.6% | $7,446+8.0% | $4,027+99.7% |
| Admin fee / account holder | $1,137 | $6,275-81.9% | $10,010-88.6% | $5,403-79.0% |