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 4-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 | $55,532 | $189,613-70.7% | $167,512-66.8% | $142,382-61.0% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 18.19% | 2024.68%-2006.5pp | 1615.79%-1597.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,893 | $4,349+173.5% | $3,882+206.4% | $4,299+176.6% |
| Participant deferral / active EE | $7,889 | $6,981+13.0% | $6,405+23.2% | $6,507+21.2% |
| Admin fee / account holder | $425 | $10,528-96.0% | $9,769-95.6% | $12,624-96.6% |