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 | $133,307 | $189,613-29.7% | $167,512-20.4% | $142,382-6.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.65% | 2024.68%-2004.0pp | 1615.79%-1595.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,660 | $4,349-15.8% | $3,882-5.7% | $4,299-14.9% |
| Participant deferral / active EE | $17,171 | $6,981+146.0% | $6,405+168.1% | $6,507+163.9% |
| Admin fee / account holder | $3,362 | $10,528-68.1% | $9,769-65.6% | $12,624-73.4% |