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 | $35,935 | $189,613-81.0% | $167,512-78.5% | $142,382-74.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,132 | $4,349+64.0% | $3,882+83.7% | $4,299+65.9% |
| Participant deferral / active EE | $10,829 | $6,981+55.1% | $6,405+69.1% | $6,507+66.4% |
| Admin fee / account holder | $4,004 | $10,528-62.0% | $9,769-59.0% | $12,624-68.3% |