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 | $74,264 | $189,613-60.8% | $167,512-55.7% | $142,382-47.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.59% | 2024.68%-2005.1pp | 1615.79%-1596.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,100 | $4,349-28.7% | $3,882-20.1% | $4,299-27.9% |
| Participant deferral / active EE | $4,200 | $6,981-39.8% | $6,405-34.4% | $6,507-35.5% |
| Admin fee / account holder | $349 | $10,528-96.7% | $9,769-96.4% | $12,624-97.2% |