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 | $172,201 | $189,613-9.2% | $167,512+2.8% | $142,382+20.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.60% | 2024.68%-2012.1pp | 1615.79%-1603.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $25,956 | $4,349+496.8% | $3,882+568.7% | $4,299+503.8% |
| Participant deferral / active EE | $15,667 | $6,981+124.4% | $6,405+144.6% | $6,507+140.8% |
| Admin fee / account holder | $1,287 | $10,528-87.8% | $9,769-86.8% | $12,624-89.8% |