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 | $83,632 | $189,613-55.9% | $167,512-50.1% | $142,382-41.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 5.87% | 2024.68%-2018.8pp | 1615.79%-1609.9pp | 217.08%-211.2pp |
| Employer contribution / active EE | $2,383 | $4,349-45.2% | $3,882-38.6% | $4,299-44.6% |
| Participant deferral / active EE | $11,633 | $6,981+66.6% | $6,405+81.6% | $6,507+78.8% |
| Admin fee / account holder | $638 | $10,528-93.9% | $9,769-93.5% | $12,624-94.9% |