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 | $86,939 | $189,613-54.1% | $167,512-48.1% | $142,382-38.9% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 10.14% | 2024.68%-2014.5pp | 1615.79%-1605.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $718 | $4,349-83.5% | $3,882-81.5% | $4,299-83.3% |
| Participant deferral / active EE | $3,995 | $6,981-42.8% | $6,405-37.6% | $6,507-38.6% |
| Admin fee / account holder | $7,810 | $10,528-25.8% | $9,769-20.1% | $12,624-38.1% |