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 9-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 | $16,963 | $189,613-91.1% | $167,512-89.9% | $142,382-88.1% |
| Participation rate | 81.0% | 80.1%+0.8pp | 77.1%+3.9pp | 80.1%+0.8pp |
| Annual return | 56.13% | 2024.68%-1968.6pp | 1615.79%-1559.7pp | 217.08%-160.9pp |
| Employer contribution / active EE | $863 | $4,349-80.1% | $3,882-77.8% | $4,299-79.9% |
| Participant deferral / active EE | $2,422 | $6,981-65.3% | $6,405-62.2% | $6,507-62.8% |
| Admin fee / account holder | $5,228 | $10,528-50.3% | $9,769-46.5% | $12,624-58.6% |