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 | $81,082 | $189,613-57.2% | $167,512-51.6% | $142,382-43.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,717 | $4,349+8.5% | $3,882+21.5% | $4,299+9.7% |
| Participant deferral / active EE | $34,166 | $6,981+389.4% | $6,405+433.5% | $6,507+425.0% |
| Admin fee / account holder | $2,635 | $10,528-75.0% | $9,769-73.0% | $12,624-79.1% |