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 3-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 | $53,718 | $189,613-71.7% | $167,512-67.9% | $142,382-62.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.63% | 2024.68%-2002.0pp | 1615.79%-1593.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,019 | $4,349-7.6% | $3,882+3.5% | $4,299-6.5% |
| Participant deferral / active EE | $8,172 | $6,981+17.1% | $6,405+27.6% | $6,507+25.6% |
| Admin fee / account holder | $304 | $10,528-97.1% | $9,769-96.9% | $12,624-97.6% |