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 7-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,776 | $189,613-70.6% | $167,512-66.7% | $142,382-60.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.45% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,164 | $4,349+64.7% | $3,882+84.6% | $4,299+66.6% |
| Participant deferral / active EE | $5,345 | $6,981-23.4% | $6,405-16.5% | $6,507-17.9% |
| Admin fee / account holder | $1,078 | $10,528-89.8% | $9,769-89.0% | $12,624-91.5% |