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 | $62,949 | $189,613-66.8% | $167,512-62.4% | $142,382-55.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.29% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,540 | $4,349+4.4% | $3,882+17.0% | $4,299+5.6% |
| Participant deferral / active EE | $13,976 | $6,981+100.2% | $6,405+118.2% | $6,507+114.8% |
| Admin fee / account holder | $1,199 | $10,528-88.6% | $9,769-87.7% | $12,624-90.5% |