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 | $96,899 | $95,803+1.1% | $113,168-14.4% | $84,808+14.3% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 4.30% | 25.00%-20.7pp | 24.27%-20.0pp | 40.90%-36.6pp |
| Employer contribution / active EE | $2,248 | $2,360-4.7% | $2,975-24.4% | $2,631-14.6% |
| Participant deferral / active EE | $4,077 | $4,242-3.9% | $5,107-20.2% | $4,212-3.2% |
| Admin fee / account holder | $7,011 | $8,989-22.0% | $12,068-41.9% | $7,344-4.5% |