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 | $12,120 | $189,613-93.6% | $167,512-92.8% | $142,382-91.5% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | 17.33% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,621 | $4,349-62.7% | $3,882-58.3% | $4,299-62.3% |
| Participant deferral / active EE | $2,299 | $6,981-67.1% | $6,405-64.1% | $6,507-64.7% |
| Admin fee / account holder | $625 | $10,528-94.1% | $9,769-93.6% | $12,624-95.0% |