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 | $64,465 | $82,664-22.0% | $125,339-48.6% | $68,494-5.9% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -35.51% | -5.97%-29.5pp | 572.05%-607.6pp | -7.84%-27.7pp |
| Employer contribution / active EE | $3,999 | $3,381+18.3% | $4,814-16.9% | $2,596+54.0% |
| Participant deferral / active EE | $4,652 | $6,110-23.9% | $7,446-37.5% | $4,027+15.5% |
| Admin fee / account holder | $393 | $6,275-93.7% | $10,010-96.1% | $5,403-92.7% |