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 | $105,948 | $189,613-44.1% | $167,512-36.8% | $142,382-25.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.25% | 2024.68%-2015.4pp | 1615.79%-1606.5pp | 217.08%-207.8pp |
| Employer contribution / active EE | $13,336 | $4,349+206.6% | $3,882+243.6% | $4,299+210.2% |
| Participant deferral / active EE | $7,746 | $6,981+11.0% | $6,405+20.9% | $6,507+19.0% |
| Admin fee / account holder | $952 | $10,528-91.0% | $9,769-90.3% | $12,624-92.5% |