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 | $96,720 | $189,613-49.0% | $167,512-42.3% | $142,382-32.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.49% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,232 | $4,349-25.7% | $3,882-16.7% | $4,299-24.8% |
| Participant deferral / active EE | $6,781 | $6,981-2.9% | $6,405+5.9% | $6,507+4.2% |
| Admin fee / account holder | $60,209 | $10,528+471.9% | $9,769+516.3% | $12,624+377.0% |