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 | $44,704 | $189,613-76.4% | $167,512-73.3% | $142,382-68.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.73% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $7,401 | $4,349+70.2% | $3,882+90.7% | $4,299+72.1% |
| Participant deferral / active EE | $18,396 | $6,981+163.5% | $6,405+187.2% | $6,507+182.7% |
| Admin fee / account holder | $10,093 | $10,528-4.1% | $9,769+3.3% | $12,624-20.0% |