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 | $98,946 | $189,613-47.8% | $167,512-40.9% | $142,382-30.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.97% | 2024.68%-2015.7pp | 1615.79%-1606.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,623 | $4,349-39.7% | $3,882-32.4% | $4,299-39.0% |
| Participant deferral / active EE | $11,838 | $6,981+69.6% | $6,405+84.8% | $6,507+81.9% |
| Admin fee / account holder | $109,022 | $10,528+935.5% | $9,769+1016.0% | $12,624+763.6% |