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 | $153,915 | $189,613-18.8% | $167,512-8.1% | $142,382+8.1% |
| Participation rate | 95.8% | 80.1%+15.7pp | 77.1%+18.8pp | 80.1%+15.7pp |
| Annual return | 9.82% | 2024.68%-2014.9pp | 1615.79%-1606.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $4,546 | $4,349+4.5% | $3,882+17.1% | $4,299+5.7% |
| Participant deferral / active EE | $6,035 | $6,981-13.6% | $6,405-5.8% | $6,507-7.3% |
| Admin fee / account holder | $4,148 | $10,528-60.6% | $9,769-57.5% | $12,624-67.1% |