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 | $73,176 | $189,613-61.4% | $167,512-56.3% | $142,382-48.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.09% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,810 | $4,349+10.6% | $3,882+23.9% | $4,299+11.9% |
| Participant deferral / active EE | $4,367 | $6,981-37.4% | $6,405-31.8% | $6,507-32.9% |
| Admin fee / account holder | $472 | $10,528-95.5% | $9,769-95.2% | $12,624-96.3% |