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 4-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 | $245,402 | $189,613+29.4% | $167,512+46.5% | $142,382+72.4% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 9.09% | 2024.68%-2015.6pp | 1615.79%-1606.7pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,044 | $4,349-30.0% | $3,882-21.6% | $4,299-29.2% |
| Participant deferral / active EE | $15,384 | $6,981+120.4% | $6,405+140.2% | $6,507+136.4% |
| Admin fee / account holder | $139,610 | $10,528+1226.1% | $9,769+1329.1% | $12,624+1005.9% |