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 | $54,184 | $189,613-71.4% | $167,512-67.7% | $142,382-61.9% |
| Participation rate | 81.0% | 80.1%+0.8pp | 77.1%+3.9pp | 80.1%+0.8pp |
| Annual return | 37.24% | 2024.68%-1987.4pp | 1615.79%-1578.5pp | 217.08%-179.8pp |
| Employer contribution / active EE | $3,466 | $4,349-20.3% | $3,882-10.7% | $4,299-19.4% |
| Participant deferral / active EE | $6,101 | $6,981-12.6% | $6,405-4.7% | $6,507-6.2% |
| Admin fee / account holder | $1,029 | $10,528-90.2% | $9,769-89.5% | $12,624-91.9% |