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 | $94,920 | $189,613-49.9% | $167,512-43.3% | $142,382-33.3% |
| Participation rate | 88.2% | 80.1%+8.1pp | 77.1%+11.2pp | 80.1%+8.1pp |
| Annual return | 13.27% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,218 | $4,349-49.0% | $3,882-42.9% | $4,299-48.4% |
| Participant deferral / active EE | $4,337 | $6,981-37.9% | $6,405-32.3% | $6,507-33.3% |
| Admin fee / account holder | $2,507 | $10,528-76.2% | $9,769-74.3% | $12,624-80.1% |