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 | $13,397 | $189,613-92.9% | $167,512-92.0% | $142,382-90.6% |
| Participation rate | 89.5% | 80.1%+9.3pp | 77.1%+12.4pp | 80.1%+9.4pp |
| Annual return | 22.69% | 2024.68%-2002.0pp | 1615.79%-1593.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,431 | $4,349-44.1% | $3,882-37.4% | $4,299-43.5% |
| Participant deferral / active EE | $6,692 | $6,981-4.1% | $6,405+4.5% | $6,507+2.8% |
| Admin fee / account holder | $2,218 | $10,528-78.9% | $9,769-77.3% | $12,624-82.4% |