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 5-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 | $28,798 | $189,613-84.8% | $167,512-82.8% | $142,382-79.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.03% | 2024.68%-2009.6pp | 1615.79%-1600.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,398 | $4,349-67.9% | $3,882-64.0% | $4,299-67.5% |
| Participant deferral / active EE | $4,934 | $6,981-29.3% | $6,405-23.0% | $6,507-24.2% |
| Admin fee / account holder | $653 | $10,528-93.8% | $9,769-93.3% | $12,624-94.8% |