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 | $76,034 | $189,613-59.9% | $167,512-54.6% | $142,382-46.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.96% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,764 | $4,349-59.4% | $3,882-54.6% | $4,299-59.0% |
| Participant deferral / active EE | $9,013 | $6,981+29.1% | $6,405+40.7% | $6,507+38.5% |
| Admin fee / account holder | $329 | $10,528-96.9% | $9,769-96.6% | $12,624-97.4% |