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 | $12,325 | $189,613-93.5% | $167,512-92.6% | $142,382-91.3% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.1%+17.4pp | 80.1%+14.3pp |
| Annual return | 22.92% | 2024.68%-2001.8pp | 1615.79%-1592.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,953 | $4,349-32.1% | $3,882-23.9% | $4,299-31.3% |
| Participant deferral / active EE | $3,645 | $6,981-47.8% | $6,405-43.1% | $6,507-44.0% |
| Admin fee / account holder | $1,014 | $10,528-90.4% | $9,769-89.6% | $12,624-92.0% |