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 7-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 | $13,083 | $189,613-93.1% | $167,512-92.2% | $142,382-90.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.81% | 2024.68%-2017.9pp | 1615.79%-1609.0pp | 217.08%-210.3pp |
| Employer contribution / active EE | $5,695 | $4,349+31.0% | $3,882+46.7% | $4,299+32.5% |
| Participant deferral / active EE | $16,367 | $6,981+134.4% | $6,405+155.6% | $6,507+151.5% |
| Admin fee / account holder | $23,377 | $10,528+122.0% | $9,769+139.3% | $12,624+85.2% |