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 | $117,234 | $189,613-38.2% | $167,512-30.0% | $142,382-17.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.56% | 2024.68%-2020.1pp | 1615.79%-1611.2pp | 217.08%-212.5pp |
| Employer contribution / active EE | $7,113 | $4,349+63.6% | $3,882+83.3% | $4,299+65.5% |
| Participant deferral / active EE | $9,417 | $6,981+34.9% | $6,405+47.0% | $6,507+44.7% |
| Admin fee / account holder | $2,706 | $10,528-74.3% | $9,769-72.3% | $12,624-78.6% |