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 3-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 | $51,895 | $189,613-72.6% | $167,512-69.0% | $142,382-63.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 56.99% | 2024.68%-1967.7pp | 1615.79%-1558.8pp | 217.08%-160.1pp |
| Employer contribution / active EE | $4,051 | $4,349-6.8% | $3,882+4.4% | $4,299-5.8% |
| Participant deferral / active EE | $9,545 | $6,981+36.7% | $6,405+49.0% | $6,507+46.7% |
| Admin fee / account holder | $3,386 | $10,528-67.8% | $9,769-65.3% | $12,624-73.2% |