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 6-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 | $43,312 | $189,613-77.2% | $167,512-74.1% | $142,382-69.6% |
| Participation rate | 81.3% | 80.1%+1.1pp | 77.1%+4.2pp | 80.1%+1.1pp |
| Annual return | 15.39% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,666 | $4,349-38.7% | $3,882-31.3% | $4,299-38.0% |
| Participant deferral / active EE | $4,549 | $6,981-34.8% | $6,405-29.0% | $6,507-30.1% |
| Admin fee / account holder | $2,769 | $10,528-73.7% | $9,769-71.7% | $12,624-78.1% |