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 | $26,645 | $189,613-85.9% | $167,512-84.1% | $142,382-81.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.94% | 2024.68%-2003.7pp | 1615.79%-1594.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,366 | $4,349+23.4% | $3,882+38.2% | $4,299+24.8% |
| Participant deferral / active EE | $11,121 | $6,981+59.3% | $6,405+73.6% | $6,507+70.9% |
| Admin fee / account holder | $1,131 | $10,528-89.3% | $9,769-88.4% | $12,624-91.0% |