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 | $111,105 | $54,350+104.4% | $82,719+34.3% | $68,494+62.2% |
| Participation rate | 82.4% | 63.9%+18.4pp | 72.6%+9.8pp | 67.9%+14.5pp |
| Annual return | -20.40% | -13.67%-6.7pp | 701.18%-721.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $277 | $2,218-87.5% | $3,009-90.8% | $2,596-89.3% |
| Participant deferral / active EE | $2,645 | $3,246-18.5% | $4,395-39.8% | $4,027-34.3% |
| Admin fee / account holder | $10,951 | $4,395+149.1% | $5,329+105.5% | $5,403+102.7% |