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 | $86,690 | $189,613-54.3% | $167,512-48.2% | $142,382-39.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.17% | 2024.68%-2012.5pp | 1615.79%-1603.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,292 | $4,349-47.3% | $3,882-41.0% | $4,299-46.7% |
| Participant deferral / active EE | $3,437 | $6,981-50.8% | $6,405-46.3% | $6,507-47.2% |
| Admin fee / account holder | $3,932 | $10,528-62.7% | $9,769-59.8% | $12,624-68.9% |