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 | $104,136 | $82,664+26.0% | $125,339-16.9% | $68,494+52.0% |
| Participation rate | 76.2% | 75.0%+1.1pp | 82.4%-6.2pp | 67.9%+8.3pp |
| Annual return | -19.72% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,879 | $3,381-44.4% | $4,814-61.0% | $2,596-27.6% |
| Participant deferral / active EE | $9,574 | $6,110+56.7% | $7,446+28.6% | $4,027+137.7% |
| Admin fee / account holder | $2,444 | $6,275-61.1% | $10,010-75.6% | $5,403-54.8% |