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 3-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 | $44,150 | $189,613-76.7% | $167,512-73.6% | $142,382-69.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.41% | 2024.68%-2001.3pp | 1615.79%-1592.4pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,646 | $4,349+6.8% | $3,882+19.7% | $4,299+8.1% |
| Participant deferral / active EE | $16,542 | $6,981+136.9% | $6,405+158.3% | $6,507+154.2% |
| Admin fee / account holder | $471 | $10,528-95.5% | $9,769-95.2% | $12,624-96.3% |