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 | $109,534 | $189,613-42.2% | $167,512-34.6% | $142,382-23.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.68% | 2024.68%-2013.0pp | 1615.79%-1604.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,136 | $4,349-4.9% | $3,882+6.6% | $4,299-3.8% |
| Participant deferral / active EE | $6,181 | $6,981-11.5% | $6,405-3.5% | $6,507-5.0% |
| Admin fee / account holder | $2,090 | $10,528-80.2% | $9,769-78.6% | $12,624-83.4% |