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 | $59,590 | $189,613-68.6% | $167,512-64.4% | $142,382-58.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.44% | 2024.68%-2008.2pp | 1615.79%-1599.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,837 | $4,349-57.8% | $3,882-52.7% | $4,299-57.3% |
| Participant deferral / active EE | $3,445 | $6,981-50.7% | $6,405-46.2% | $6,507-47.1% |
| Admin fee / account holder | $1,236 | $10,528-88.3% | $9,769-87.4% | $12,624-90.2% |