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 | $16,522 | $189,613-91.3% | $167,512-90.1% | $142,382-88.4% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 5.33% | 2024.68%-2019.3pp | 1615.79%-1610.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $661 | $4,349-84.8% | $3,882-83.0% | $4,299-84.6% |
| Participant deferral / active EE | $7,874 | $6,981+12.8% | $6,405+22.9% | $6,507+21.0% |
| Admin fee / account holder | $28,166 | $10,528+167.5% | $9,769+188.3% | $12,624+123.1% |