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 | $204,587 | $189,613+7.9% | $167,512+22.1% | $142,382+43.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.23% | 2024.68%-2017.5pp | 1615.79%-1608.6pp | 217.08%-209.8pp |
| Employer contribution / active EE | $3,041 | $4,349-30.1% | $3,882-21.6% | $4,299-29.3% |
| Participant deferral / active EE | $2,508 | $6,981-64.1% | $6,405-60.8% | $6,507-61.5% |
| Admin fee / account holder | $276,099 | $10,528+2522.5% | $9,769+2726.3% | $12,624+2087.1% |