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 | $14,265 | $189,613-92.5% | $167,512-91.5% | $142,382-90.0% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 18.60% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,336 | $4,349-69.3% | $3,882-65.6% | $4,299-68.9% |
| Participant deferral / active EE | $1,531 | $6,981-78.1% | $6,405-76.1% | $6,507-76.5% |
| Admin fee / account holder | $688 | $10,528-93.5% | $9,769-93.0% | $12,624-94.5% |