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 | $123,872 | $189,613-34.7% | $167,512-26.1% | $142,382-13.0% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 11.02% | 2024.68%-2013.7pp | 1615.79%-1604.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,125 | $4,349-74.1% | $3,882-71.0% | $4,299-73.8% |
| Participant deferral / active EE | $7,387 | $6,981+5.8% | $6,405+15.3% | $6,507+13.5% |
| Admin fee / account holder | $10,381 | $10,528-1.4% | $9,769+6.3% | $12,624-17.8% |