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 | $31,474 | $189,613-83.4% | $167,512-81.2% | $142,382-77.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | -1.69% | 2024.68%-2026.4pp | 1615.79%-1617.5pp | 217.08%-218.8pp |
| Employer contribution / active EE | $5,711 | $4,349+31.3% | $3,882+47.1% | $4,299+32.8% |
| Participant deferral / active EE | $9,533 | $6,981+36.5% | $6,405+48.8% | $6,507+46.5% |
| Admin fee / account holder | $644,118 | $10,528+6018.0% | $9,769+6493.5% | $12,624+5002.4% |