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 10-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 | $49,016 | $189,613-74.1% | $167,512-70.7% | $142,382-65.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.32% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,576 | $4,349-17.8% | $3,882-7.9% | $4,299-16.8% |
| Participant deferral / active EE | $5,509 | $6,981-21.1% | $6,405-14.0% | $6,507-15.3% |
| Admin fee / account holder | $17,803 | $10,528+69.1% | $9,769+82.2% | $12,624+41.0% |