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 | $92,878 | $189,613-51.0% | $167,512-44.6% | $142,382-34.8% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 12.24% | 2024.68%-2012.4pp | 1615.79%-1603.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $867 | $4,349-80.1% | $3,882-77.7% | $4,299-79.8% |
| Participant deferral / active EE | $2,282 | $6,981-67.3% | $6,405-64.4% | $6,507-64.9% |
| Admin fee / account holder | $19,639 | $10,528+86.5% | $9,769+101.0% | $12,624+55.6% |