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 5-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 | $82,670 | $189,613-56.4% | $167,512-50.6% | $142,382-41.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.97% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $10,950 | $4,349+151.8% | $3,882+182.1% | $4,299+154.7% |
| Participant deferral / active EE | $9,300 | $6,981+33.2% | $6,405+45.2% | $6,507+42.9% |
| Admin fee / account holder | $662 | $10,528-93.7% | $9,769-93.2% | $12,624-94.8% |