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 | $130,310 | $189,613-31.3% | $167,512-22.2% | $142,382-8.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.67% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $16,537 | $4,349+280.2% | $3,882+326.0% | $4,299+284.6% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,345 | $10,528-87.2% | $9,769-86.2% | $12,624-89.3% |