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 10-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 | $57,065 | $189,613-69.9% | $167,512-65.9% | $142,382-59.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.83% | 2024.68%-2011.9pp | 1615.79%-1603.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,231 | $4,349-48.7% | $3,882-42.5% | $4,299-48.1% |
| Participant deferral / active EE | $2,729 | $6,981-60.9% | $6,405-57.4% | $6,507-58.1% |
| Admin fee / account holder | $20,026 | $10,528+90.2% | $9,769+105.0% | $12,624+58.6% |