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 7-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 | $18,447 | $189,613-90.3% | $167,512-89.0% | $142,382-87.0% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 21.58% | 2024.68%-2003.1pp | 1615.79%-1594.2pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,124 | $4,349-51.2% | $3,882-45.3% | $4,299-50.6% |
| Participant deferral / active EE | $5,169 | $6,981-26.0% | $6,405-19.3% | $6,507-20.6% |
| Admin fee / account holder | $10,655 | $10,528+1.2% | $9,769+9.1% | $12,624-15.6% |