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 | $79,146 | $82,664-4.3% | $125,339-36.9% | $68,494+15.6% |
| Participation rate | 91.2% | 75.0%+16.2pp | 82.4%+8.9pp | 67.9%+23.3pp |
| Annual return | -24.91% | -5.97%-18.9pp | 572.05%-597.0pp | -7.84%-17.1pp |
| Employer contribution / active EE | $4,100 | $3,381+21.3% | $4,814-14.8% | $2,596+57.9% |
| Participant deferral / active EE | $10,174 | $6,110+66.5% | $7,446+36.6% | $4,027+152.6% |
| Admin fee / account holder | $8,286 | $6,275+32.0% | $10,010-17.2% | $5,403+53.4% |