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 | $97,171 | $189,613-48.8% | $167,512-42.0% | $142,382-31.8% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 10.86% | 2024.68%-2013.8pp | 1615.79%-1604.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $777 | $4,349-82.1% | $3,882-80.0% | $4,299-81.9% |
| Participant deferral / active EE | $2,685 | $6,981-61.5% | $6,405-58.1% | $6,507-58.7% |
| Admin fee / account holder | $38,488 | $10,528+265.6% | $9,769+294.0% | $12,624+204.9% |