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 | $63,894 | $189,613-66.3% | $167,512-61.9% | $142,382-55.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 212.19% | 2024.68%-1812.5pp | 1615.79%-1403.6pp | 217.08%-4.9pp |
| Employer contribution / active EE | $2,005 | $4,349-53.9% | $3,882-48.4% | $4,299-53.4% |
| Participant deferral / active EE | $2,071 | $6,981-70.3% | $6,405-67.7% | $6,507-68.2% |
| Admin fee / account holder | $625 | $10,528-94.1% | $9,769-93.6% | $12,624-95.0% |