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 | $89,104 | $189,613-53.0% | $167,512-46.8% | $142,382-37.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.85% | 2024.68%-2012.8pp | 1615.79%-1603.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,025 | $4,349-76.4% | $3,882-73.6% | $4,299-76.2% |
| Participant deferral / active EE | $6,920 | $6,981-0.9% | $6,405+8.0% | $6,507+6.3% |
| Admin fee / account holder | $1,906 | $10,528-81.9% | $9,769-80.5% | $12,624-84.9% |