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 | $114,393 | $189,613-39.7% | $167,512-31.7% | $142,382-19.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 19.31% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,303 | $4,349+67.9% | $3,882+88.1% | $4,299+69.9% |
| Participant deferral / active EE | $6,107 | $6,981-12.5% | $6,405-4.6% | $6,507-6.1% |
| Admin fee / account holder | $5,772 | $10,528-45.2% | $9,769-40.9% | $12,624-54.3% |