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 4-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 | $175,151 | $189,613-7.6% | $167,512+4.6% | $142,382+23.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.98% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,300 | $4,349-24.1% | $3,882-15.0% | $4,299-23.2% |
| Participant deferral / active EE | $4,125 | $6,981-40.9% | $6,405-35.6% | $6,507-36.6% |
| Admin fee / account holder | $772 | $10,528-92.7% | $9,769-92.1% | $12,624-93.9% |