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 5-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 | $37,151 | $189,613-80.4% | $167,512-77.8% | $142,382-73.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.94% | 2024.68%-2010.7pp | 1615.79%-1601.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,827 | $4,349-12.0% | $3,882-1.4% | $4,299-11.0% |
| Participant deferral / active EE | $10,053 | $6,981+44.0% | $6,405+57.0% | $6,507+54.5% |
| Admin fee / account holder | $4,987 | $10,528-52.6% | $9,769-48.9% | $12,624-60.5% |