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 | $104,437 | $189,613-44.9% | $167,512-37.7% | $142,382-26.7% |
| Participation rate | 76.5% | 80.1%-3.7pp | 77.1%-0.6pp | 80.1%-3.6pp |
| Annual return | 13.68% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,576 | $4,349-17.8% | $3,882-7.9% | $4,299-16.8% |
| Participant deferral / active EE | $13,082 | $6,981+87.4% | $6,405+104.3% | $6,507+101.0% |
| Admin fee / account holder | $2,092 | $10,528-80.1% | $9,769-78.6% | $12,624-83.4% |