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 8-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 | $93,002 | $189,613-51.0% | $167,512-44.5% | $142,382-34.7% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 9.98% | 2024.68%-2014.7pp | 1615.79%-1605.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,116 | $4,349-51.3% | $3,882-45.5% | $4,299-50.8% |
| Participant deferral / active EE | $8,111 | $6,981+16.2% | $6,405+26.6% | $6,507+24.6% |
| Admin fee / account holder | $1,329 | $10,528-87.4% | $9,769-86.4% | $12,624-89.5% |