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 | $18,690 | $189,613-90.1% | $167,512-88.8% | $142,382-86.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 96.53% | 2024.68%-1928.2pp | 1615.79%-1519.3pp | 217.08%-120.5pp |
| Employer contribution / active EE | $1,838 | $4,349-57.7% | $3,882-52.7% | $4,299-57.3% |
| Participant deferral / active EE | $2,984 | $6,981-57.3% | $6,405-53.4% | $6,507-54.1% |
| Admin fee / account holder | $698 | $10,528-93.4% | $9,769-92.9% | $12,624-94.5% |