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 10-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 | $48,271 | $189,613-74.5% | $167,512-71.2% | $142,382-66.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 30.59% | 2024.68%-1994.1pp | 1615.79%-1585.2pp | 217.08%-186.5pp |
| Employer contribution / active EE | $4,893 | $4,349+12.5% | $3,882+26.1% | $4,299+13.8% |
| Participant deferral / active EE | $15,066 | $6,981+115.8% | $6,405+135.2% | $6,507+131.5% |
| Admin fee / account holder | $390 | $10,528-96.3% | $9,769-96.0% | $12,624-96.9% |