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 | $82,982 | $189,613-56.2% | $167,512-50.5% | $142,382-41.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.09% | 2024.68%-2013.6pp | 1615.79%-1604.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $6,259 | $4,349+43.9% | $3,882+61.2% | $4,299+45.6% |
| Participant deferral / active EE | $6,259 | $6,981-10.3% | $6,405-2.3% | $6,507-3.8% |
| Admin fee / account holder | $31,527 | $10,528+199.5% | $9,769+222.7% | $12,624+149.7% |