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 6-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 | $79,965 | $189,613-57.8% | $167,512-52.3% | $142,382-43.8% |
| Participation rate | 89.5% | 80.1%+9.3pp | 77.1%+12.4pp | 80.1%+9.4pp |
| Annual return | 26.99% | 2024.68%-1997.7pp | 1615.79%-1588.8pp | 217.08%-190.1pp |
| Employer contribution / active EE | $7,950 | $4,349+82.8% | $3,882+104.8% | $4,299+84.9% |
| Participant deferral / active EE | $11,132 | $6,981+59.5% | $6,405+73.8% | $6,507+71.1% |
| Admin fee / account holder | $4,779 | $10,528-54.6% | $9,769-51.1% | $12,624-62.1% |