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 | $41,210 | $189,613-78.3% | $167,512-75.4% | $142,382-71.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.91% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,016 | $4,349-30.7% | $3,882-22.3% | $4,299-29.9% |
| Participant deferral / active EE | $10,645 | $6,981+52.5% | $6,405+66.2% | $6,507+63.6% |
| Admin fee / account holder | $3,773 | $10,528-64.2% | $9,769-61.4% | $12,624-70.1% |