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 6-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 | $51,370 | $189,613-72.9% | $167,512-69.3% | $142,382-63.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 4.98% | 2024.68%-2019.7pp | 1615.79%-1610.8pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,591 | $4,349-40.4% | $3,882-33.2% | $4,299-39.7% |
| Participant deferral / active EE | $4,942 | $6,981-29.2% | $6,405-22.8% | $6,507-24.1% |
| Admin fee / account holder | $41,254 | $10,528+291.8% | $9,769+322.3% | $12,624+226.8% |