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 | $23,140 | $88,751-73.9% | $81,812-71.7% | $145,922-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.15% | 1025.40%-1017.2pp | 773.79%-765.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,624 | $3,083-14.9% | $2,912-9.9% | $4,660-43.7% |
| Participant deferral / active EE | $3,667 | $4,643-21.0% | $4,319-15.1% | $6,688-45.2% |
| Admin fee / account holder | $284,685 | $8,415+3282.9% | $7,386+3754.4% | $13,397+2025.0% |