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 | $169,142 | $189,613-10.8% | $167,512+1.0% | $142,382+18.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 10.15% | 2024.68%-2014.5pp | 1615.79%-1605.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,546 | $4,349-41.5% | $3,882-34.4% | $4,299-40.8% |
| Participant deferral / active EE | $3,127 | $6,981-55.2% | $6,405-51.2% | $6,507-51.9% |
| Admin fee / account holder | $30,332 | $10,528+188.1% | $9,769+210.5% | $12,624+140.3% |