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 | $175,652 | $189,613-7.4% | $167,512+4.9% | $142,382+23.4% |
| Participation rate | 87.0% | 80.1%+6.8pp | 77.1%+9.9pp | 80.1%+6.8pp |
| Annual return | 19.32% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,391 | $4,349-22.0% | $3,882-12.6% | $4,299-21.1% |
| Participant deferral / active EE | $7,288 | $6,981+4.4% | $6,405+13.8% | $6,507+12.0% |
| Admin fee / account holder | $6,742 | $10,528-36.0% | $9,769-31.0% | $12,624-46.6% |