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 | $25,879 | $189,613-86.4% | $167,512-84.6% | $142,382-81.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 0.07% | 2024.68%-2024.6pp | 1615.79%-1615.7pp | 217.08%-217.0pp |
| Employer contribution / active EE | $812 | $4,349-81.3% | $3,882-79.1% | $4,299-81.1% |
| Participant deferral / active EE | $25,000 | $6,981+258.1% | $6,405+290.3% | $6,507+284.2% |
| Admin fee / account holder | $26,146 | $10,528+148.3% | $9,769+167.6% | $12,624+107.1% |