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 | $134,598 | $54,350+147.7% | $82,719+62.7% | $68,494+96.5% |
| Participation rate | 78.0% | 63.9%+14.0pp | 72.6%+5.4pp | 67.9%+10.1pp |
| Annual return | -19.65% | -13.67%-6.0pp | 701.18%-720.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,428 | $2,218+9.4% | $3,009-19.3% | $2,596-6.5% |
| Participant deferral / active EE | $9,858 | $3,246+203.7% | $4,395+124.3% | $4,027+144.8% |
| Admin fee / account holder | $2,712 | $4,395-38.3% | $5,329-49.1% | $5,403-49.8% |