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 | $118,066 | $189,613-37.7% | $167,512-29.5% | $142,382-17.1% |
| Participation rate | 81.0% | 80.1%+0.8pp | 77.1%+3.9pp | 80.1%+0.8pp |
| Annual return | 15.05% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $501 | $4,349-88.5% | $3,882-87.1% | $4,299-88.4% |
| Participant deferral / active EE | $5,005 | $6,981-28.3% | $6,405-21.9% | $6,507-23.1% |
| Admin fee / account holder | $639 | $10,528-93.9% | $9,769-93.5% | $12,624-94.9% |