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 | $86,836 | $189,613-54.2% | $167,512-48.2% | $142,382-39.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.10% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,906 | $4,349-33.2% | $3,882-25.1% | $4,299-32.4% |
| Participant deferral / active EE | $10,488 | $6,981+50.2% | $6,405+63.8% | $6,507+61.2% |
| Admin fee / account holder | $588 | $10,528-94.4% | $9,769-94.0% | $12,624-95.3% |