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 7-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 | $55,637 | $189,613-70.7% | $167,512-66.8% | $142,382-60.9% |
| Participation rate | 88.2% | 80.1%+8.1pp | 77.1%+11.2pp | 80.1%+8.1pp |
| Annual return | 15.61% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,067 | $4,349-52.5% | $3,882-46.8% | $4,299-51.9% |
| Participant deferral / active EE | $4,556 | $6,981-34.7% | $6,405-28.9% | $6,507-30.0% |
| Admin fee / account holder | $2,609 | $10,528-75.2% | $9,769-73.3% | $12,624-79.3% |