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 6-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 | $155,590 | $189,613-17.9% | $167,512-7.1% | $142,382+9.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.37% | 2024.68%-2000.3pp | 1615.79%-1591.4pp | 217.08%-192.7pp |
| Employer contribution / active EE | $11,465 | $4,349+163.6% | $3,882+195.4% | $4,299+166.7% |
| Participant deferral / active EE | $16,400 | $6,981+134.9% | $6,405+156.1% | $6,507+152.0% |
| Admin fee / account holder | $3,641 | $10,528-65.4% | $9,769-62.7% | $12,624-71.2% |