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 | $159,023 | $189,613-16.1% | $167,512-5.1% | $142,382+11.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 16.78% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,101 | $4,349-5.7% | $3,882+5.7% | $4,299-4.6% |
| Participant deferral / active EE | $6,562 | $6,981-6.0% | $6,405+2.5% | $6,507+0.8% |
| Admin fee / account holder | $13,218 | $10,528+25.5% | $9,769+35.3% | $12,624+4.7% |