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 | $80,362 | $189,613-57.6% | $167,512-52.0% | $142,382-43.6% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 10.67% | 2024.68%-2014.0pp | 1615.79%-1605.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,229 | $4,349-48.7% | $3,882-42.6% | $4,299-48.2% |
| Participant deferral / active EE | $8,780 | $6,981+25.8% | $6,405+37.1% | $6,507+34.9% |
| Admin fee / account holder | $37,129 | $10,528+252.7% | $9,769+280.1% | $12,624+194.1% |