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 5-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 | $83,911 | $189,613-55.7% | $167,512-49.9% | $142,382-41.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.70% | 2024.68%-2002.0pp | 1615.79%-1593.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $8,423 | $4,349+93.7% | $3,882+117.0% | $4,299+95.9% |
| Participant deferral / active EE | $8,982 | $6,981+28.7% | $6,405+40.2% | $6,507+38.0% |
| Admin fee / account holder | $2,715 | $10,528-74.2% | $9,769-72.2% | $12,624-78.5% |