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 7-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 | $26,571 | $189,613-86.0% | $167,512-84.1% | $142,382-81.3% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 14.07% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,490 | $6,981-50.0% | $6,405-45.5% | $6,507-46.4% |
| Admin fee / account holder | $589 | $10,528-94.4% | $9,769-94.0% | $12,624-95.3% |