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 | $25,776 | $189,613-86.4% | $167,512-84.6% | $142,382-81.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.96% | 2024.68%-2019.7pp | 1615.79%-1610.8pp | 217.08%-212.1pp |
| Employer contribution / active EE | $1,949 | $4,349-55.2% | $3,882-49.8% | $4,299-54.7% |
| Participant deferral / active EE | $14,672 | $6,981+110.2% | $6,405+129.1% | $6,507+125.5% |
| Admin fee / account holder | $217,356 | $10,528+1964.5% | $9,769+2125.0% | $12,624+1621.8% |