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 5-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 | $72,859 | $189,613-61.6% | $167,512-56.5% | $142,382-48.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 6.44% | 2024.68%-2018.2pp | 1615.79%-1609.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $3,738 | $4,349-14.0% | $3,882-3.7% | $4,299-13.1% |
| Participant deferral / active EE | $6,200 | $6,981-11.2% | $6,405-3.2% | $6,507-4.7% |
| Admin fee / account holder | $2,931 | $10,528-72.2% | $9,769-70.0% | $12,624-76.8% |