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 | $78,656 | $189,613-58.5% | $167,512-53.0% | $142,382-44.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 18.09% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,742 | $4,349+9.0% | $3,882+22.2% | $4,299+10.3% |
| Participant deferral / active EE | $8,387 | $6,981+20.1% | $6,405+31.0% | $6,507+28.9% |
| Admin fee / account holder | $2,911 | $10,528-72.4% | $9,769-70.2% | $12,624-76.9% |