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 | $22,545 | $189,613-88.1% | $167,512-86.5% | $142,382-84.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.43% | 2024.68%-2005.2pp | 1615.79%-1596.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,588 | $4,349+5.5% | $3,882+18.2% | $4,299+6.7% |
| Participant deferral / active EE | $3,917 | $6,981-43.9% | $6,405-38.8% | $6,507-39.8% |
| Admin fee / account holder | $653 | $10,528-93.8% | $9,769-93.3% | $12,624-94.8% |