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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,398 | $189,613-77.1% | $167,512-74.1% | $142,382-69.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.16% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,376 | $4,349+0.6% | $3,882+12.7% | $4,299+1.8% |
| Participant deferral / active EE | $4,610 | $6,981-34.0% | $6,405-28.0% | $6,507-29.2% |
| Admin fee / account holder | $419 | $10,528-96.0% | $9,769-95.7% | $12,624-96.7% |