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 | $53,460 | $189,613-71.8% | $167,512-68.1% | $142,382-62.5% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 12.61% | 2024.68%-2012.1pp | 1615.79%-1603.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,759 | $4,349-59.6% | $3,882-54.7% | $4,299-59.1% |
| Participant deferral / active EE | $2,394 | $6,981-65.7% | $6,405-62.6% | $6,507-63.2% |
| Admin fee / account holder | $1,095 | $10,528-89.6% | $9,769-88.8% | $12,624-91.3% |