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 4-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 | $93,233 | $189,613-50.8% | $167,512-44.3% | $142,382-34.5% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 17.41% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,654 | $4,349-39.0% | $3,882-31.6% | $4,299-38.3% |
| Participant deferral / active EE | $9,894 | $6,981+41.7% | $6,405+54.5% | $6,507+52.0% |
| Admin fee / account holder | $625 | $10,528-94.1% | $9,769-93.6% | $12,624-95.0% |