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 | $32,088 | $189,613-83.1% | $167,512-80.8% | $142,382-77.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.13% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,484 | $4,349-65.9% | $3,882-61.8% | $4,299-65.5% |
| Participant deferral / active EE | $5,436 | $6,981-22.1% | $6,405-15.1% | $6,507-16.5% |
| Admin fee / account holder | $955 | $10,528-90.9% | $9,769-90.2% | $12,624-92.4% |