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 | $38,455 | $189,613-79.7% | $167,512-77.0% | $142,382-73.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.90% | 2024.68%-2002.8pp | 1615.79%-1593.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,322 | $4,349-46.6% | $3,882-40.2% | $4,299-46.0% |
| Participant deferral / active EE | $7,954 | $6,981+13.9% | $6,405+24.2% | $6,507+22.2% |
| Admin fee / account holder | $2,140 | $10,528-79.7% | $9,769-78.1% | $12,624-83.0% |