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 10-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 | $92,167 | $189,613-51.4% | $167,512-45.0% | $142,382-35.3% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 10.95% | 2024.68%-2013.7pp | 1615.79%-1604.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,600 | $4,349-17.2% | $3,882-7.2% | $4,299-16.3% |
| Participant deferral / active EE | $7,049 | $6,981+1.0% | $6,405+10.1% | $6,507+8.3% |
| Admin fee / account holder | $51,314 | $10,528+387.4% | $9,769+425.3% | $12,624+306.5% |