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 9-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 | $44,445 | $189,613-76.6% | $167,512-73.5% | $142,382-68.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.73% | 2024.68%-2021.0pp | 1615.79%-1612.1pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,817 | $4,349-58.2% | $3,882-53.2% | $4,299-57.7% |
| Participant deferral / active EE | $7,155 | $6,981+2.5% | $6,405+11.7% | $6,507+9.9% |
| Admin fee / account holder | $1,103 | $10,528-89.5% | $9,769-88.7% | $12,624-91.3% |