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 | $96,913 | $189,613-48.9% | $167,512-42.1% | $142,382-31.9% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 21.78% | 2024.68%-2002.9pp | 1615.79%-1594.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $6,388 | $4,349+46.9% | $3,882+64.6% | $4,299+48.6% |
| Participant deferral / active EE | $21,145 | $6,981+202.9% | $6,405+230.2% | $6,507+224.9% |
| Admin fee / account holder | $48,257 | $10,528+358.4% | $9,769+394.0% | $12,624+282.3% |