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 | $202,876 | $189,613+7.0% | $167,512+21.1% | $142,382+42.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.40% | 2024.68%-2021.3pp | 1615.79%-1612.4pp | 217.08%-213.7pp |
| Employer contribution / active EE | $12,022 | $4,349+176.4% | $3,882+209.7% | $4,299+179.6% |
| Participant deferral / active EE | $7,513 | $6,981+7.6% | $6,405+17.3% | $6,507+15.5% |
| Admin fee / account holder | $27,351 | $10,528+159.8% | $9,769+180.0% | $12,624+116.7% |