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 7-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 | $61,061 | $189,613-67.8% | $167,512-63.5% | $142,382-57.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 75.72% | 2024.68%-1949.0pp | 1615.79%-1540.1pp | 217.08%-141.4pp |
| Employer contribution / active EE | $2,256 | $4,349-48.1% | $3,882-41.9% | $4,299-47.5% |
| Participant deferral / active EE | $4,992 | $6,981-28.5% | $6,405-22.1% | $6,507-23.3% |
| Admin fee / account holder | $25,057 | $10,528+138.0% | $9,769+156.5% | $12,624+98.5% |