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 8-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 | $75,986 | $189,613-59.9% | $167,512-54.6% | $142,382-46.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.24% | 2024.68%-2009.4pp | 1615.79%-1600.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,600 | $4,349-40.2% | $3,882-33.0% | $4,299-39.5% |
| Participant deferral / active EE | $11,684 | $6,981+67.4% | $6,405+82.4% | $6,507+79.6% |
| Admin fee / account holder | $6,799 | $10,528-35.4% | $9,769-30.4% | $12,624-46.1% |