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 | $32,109 | $189,613-83.1% | $167,512-80.8% | $142,382-77.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.83% | 2024.68%-2002.9pp | 1615.79%-1594.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,309 | $4,349+22.1% | $3,882+36.8% | $4,299+23.5% |
| Participant deferral / active EE | $8,244 | $6,981+18.1% | $6,405+28.7% | $6,507+26.7% |
| Admin fee / account holder | $1,481 | $10,528-85.9% | $9,769-84.8% | $12,624-88.3% |