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 5-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 | $30,697 | $189,613-83.8% | $167,512-81.7% | $142,382-78.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.51% | 2024.68%-2003.2pp | 1615.79%-1594.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,947 | $4,349-55.2% | $3,882-49.8% | $4,299-54.7% |
| Participant deferral / active EE | $12,169 | $6,981+74.3% | $6,405+90.0% | $6,507+87.0% |
| Admin fee / account holder | $303 | $10,528-97.1% | $9,769-96.9% | $12,624-97.6% |