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 | $61,002 | $60,349+1.1% | $74,183-17.8% | $62,891-3.0% |
| Participation rate | 97.4% | 72.7%+24.7pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 0.54% | 21.37%-20.8pp | 17.74%-17.2pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,267 | $1,680+34.9% | $2,370-4.4% | $2,281-0.6% |
| Participant deferral / active EE | $2,596 | $2,856-9.1% | $3,550-26.9% | $3,203-18.9% |
| Admin fee / account holder | $4,808 | $4,261+12.8% | $5,586-13.9% | $4,296+11.9% |