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 | $67,907 | $189,613-64.2% | $167,512-59.5% | $142,382-52.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.23% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $950 | $4,349-78.2% | $3,882-75.5% | $4,299-77.9% |
| Participant deferral / active EE | $1,188 | $6,981-83.0% | $6,405-81.5% | $6,507-81.7% |
| Admin fee / account holder | $540 | $10,528-94.9% | $9,769-94.5% | $12,624-95.7% |