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 | $107,253 | $189,613-43.4% | $167,512-36.0% | $142,382-24.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | -0.91% | 2024.68%-2025.6pp | 1615.79%-1616.7pp | 217.08%-218.0pp |
| Employer contribution / active EE | $6,712 | $4,349+54.3% | $3,882+72.9% | $4,299+56.1% |
| Participant deferral / active EE | $16,955 | $6,981+142.9% | $6,405+164.7% | $6,507+160.6% |
| Admin fee / account holder | $517 | $10,528-95.1% | $9,769-94.7% | $12,624-95.9% |