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 8-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 | $36,124 | $189,613-80.9% | $167,512-78.4% | $142,382-74.6% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 15.39% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,750 | $4,349-36.8% | $3,882-29.1% | $4,299-36.0% |
| Participant deferral / active EE | $9,029 | $6,981+29.3% | $6,405+41.0% | $6,507+38.7% |
| Admin fee / account holder | $4,648 | $10,528-55.9% | $9,769-52.4% | $12,624-63.2% |