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 | $12,052 | $189,613-93.6% | $167,512-92.8% | $142,382-91.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.13% | 2024.68%-2006.5pp | 1615.79%-1597.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,380 | $4,349-45.3% | $3,882-38.7% | $4,299-44.6% |
| Participant deferral / active EE | $3,996 | $6,981-42.8% | $6,405-37.6% | $6,507-38.6% |
| Admin fee / account holder | $1,548 | $10,528-85.3% | $9,769-84.2% | $12,624-87.7% |