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 | $89,986 | $189,613-52.5% | $167,512-46.3% | $142,382-36.8% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 12.52% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,640 | $4,349+6.7% | $3,882+19.6% | $4,299+7.9% |
| Participant deferral / active EE | $8,378 | $6,981+20.0% | $6,405+30.8% | $6,507+28.7% |
| Admin fee / account holder | $64,423 | $10,528+511.9% | $9,769+559.5% | $12,624+410.3% |