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 5-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 | $54,577 | $189,613-71.2% | $167,512-67.4% | $142,382-61.7% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | -0.60% | 2024.68%-2025.3pp | 1615.79%-1616.4pp | 217.08%-217.7pp |
| Employer contribution / active EE | $1,255 | $4,349-71.1% | $3,882-67.7% | $4,299-70.8% |
| Participant deferral / active EE | $5,755 | $6,981-17.6% | $6,405-10.1% | $6,507-11.6% |
| Admin fee / account holder | $1,209 | $10,528-88.5% | $9,769-87.6% | $12,624-90.4% |