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 3-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 | $24,358 | $189,613-87.2% | $167,512-85.5% | $142,382-82.9% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 34.73% | 2024.68%-1989.9pp | 1615.79%-1581.1pp | 217.08%-182.3pp |
| Employer contribution / active EE | $1,294 | $4,349-70.2% | $3,882-66.7% | $4,299-69.9% |
| Participant deferral / active EE | $8,273 | $6,981+18.5% | $6,405+29.2% | $6,507+27.1% |
| Admin fee / account holder | $3,406 | $10,528-67.7% | $9,769-65.1% | $12,624-73.0% |