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 | $44,594 | $189,613-76.5% | $167,512-73.4% | $142,382-68.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.15% | 2024.68%-2015.5pp | 1615.79%-1606.6pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,325 | $4,349-69.5% | $3,882-65.9% | $4,299-69.2% |
| Participant deferral / active EE | $2,747 | $6,981-60.7% | $6,405-57.1% | $6,507-57.8% |
| Admin fee / account holder | $24,060 | $10,528+128.5% | $9,769+146.3% | $12,624+90.6% |