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 | $52,146 | $189,613-72.5% | $167,512-68.9% | $142,382-63.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.10% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $24,525 | $4,349+463.9% | $3,882+531.8% | $4,299+470.5% |
| Participant deferral / active EE | $18,472 | $6,981+164.6% | $6,405+188.4% | $6,507+183.9% |
| Admin fee / account holder | $582,060 | $10,528+5428.6% | $9,769+5858.3% | $12,624+4510.9% |