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 5-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 | $28,469 | $189,613-85.0% | $167,512-83.0% | $142,382-80.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.51% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,469 | $4,349-20.2% | $3,882-10.6% | $4,299-19.3% |
| Participant deferral / active EE | $4,409 | $6,981-36.8% | $6,405-31.2% | $6,507-32.2% |
| Admin fee / account holder | $2,672 | $10,528-74.6% | $9,769-72.6% | $12,624-78.8% |