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 | $59,588 | $189,613-68.6% | $167,512-64.4% | $142,382-58.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.67% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,284 | $4,349-70.5% | $3,882-66.9% | $4,299-70.1% |
| Participant deferral / active EE | $7,668 | $6,981+9.8% | $6,405+19.7% | $6,507+17.8% |
| Admin fee / account holder | $4,246 | $10,528-59.7% | $9,769-56.5% | $12,624-66.4% |