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 | $88,526 | $189,613-53.3% | $167,512-47.2% | $142,382-37.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.34% | 2024.68%-2001.3pp | 1615.79%-1592.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $5,358 | $4,349+23.2% | $3,882+38.0% | $4,299+24.6% |
| Participant deferral / active EE | $13,987 | $6,981+100.4% | $6,405+118.4% | $6,507+115.0% |
| Admin fee / account holder | $311 | $10,528-97.0% | $9,769-96.8% | $12,624-97.5% |