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 | $216,138 | $189,613+14.0% | $167,512+29.0% | $142,382+51.8% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 5.47% | 2024.68%-2019.2pp | 1615.79%-1610.3pp | 217.08%-211.6pp |
| Employer contribution / active EE | $4,959 | $4,349+14.0% | $3,882+27.8% | $4,299+15.3% |
| Participant deferral / active EE | $14,672 | $6,981+110.2% | $6,405+129.1% | $6,507+125.5% |
| Admin fee / account holder | $338,648 | $10,528+3116.6% | $9,769+3366.6% | $12,624+2582.6% |