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 | $115,831 | $189,613-38.9% | $167,512-30.9% | $142,382-18.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.21% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,734 | $4,349-60.1% | $3,882-55.3% | $4,299-59.7% |
| Participant deferral / active EE | $7,598 | $6,981+8.8% | $6,405+18.6% | $6,507+16.8% |
| Admin fee / account holder | $1,321 | $10,528-87.5% | $9,769-86.5% | $12,624-89.5% |