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 | $139,675 | $189,613-26.3% | $167,512-16.6% | $142,382-1.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.32% | 2024.68%-2014.4pp | 1615.79%-1605.5pp | 217.08%-206.8pp |
| Employer contribution / active EE | $5,349 | $4,349+23.0% | $3,882+37.8% | $4,299+24.4% |
| Participant deferral / active EE | $12,468 | $6,981+78.6% | $6,405+94.7% | $6,507+91.6% |
| Admin fee / account holder | $63,798 | $10,528+506.0% | $9,769+553.1% | $12,624+405.4% |