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 | $38,590 | $189,613-79.6% | $167,512-77.0% | $142,382-72.9% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 17.65% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $712 | $4,349-83.6% | $3,882-81.6% | $4,299-83.4% |
| Participant deferral / active EE | $7,598 | $6,981+8.8% | $6,405+18.6% | $6,507+16.8% |
| Admin fee / account holder | $659 | $10,528-93.7% | $9,769-93.3% | $12,624-94.8% |