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 7-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 | $46,256 | $189,613-75.6% | $167,512-72.4% | $142,382-67.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.01% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,251 | $4,349-71.2% | $3,882-67.8% | $4,299-70.9% |
| Participant deferral / active EE | $5,814 | $6,981-16.7% | $6,405-9.2% | $6,507-10.7% |
| Admin fee / account holder | $1,382 | $10,528-86.9% | $9,769-85.9% | $12,624-89.1% |