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 | $41,672 | $189,613-78.0% | $167,512-75.1% | $142,382-70.7% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 9.59% | 2024.68%-2015.1pp | 1615.79%-1606.2pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,352 | $4,349-68.9% | $3,882-65.2% | $4,299-68.6% |
| Participant deferral / active EE | $3,402 | $6,981-51.3% | $6,405-46.9% | $6,507-47.7% |
| Admin fee / account holder | $31,124 | $10,528+195.6% | $9,769+218.6% | $12,624+146.6% |