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 | $60,262 | $189,613-68.2% | $167,512-64.0% | $142,382-57.7% |
| Participation rate | 78.6% | 80.1%-1.6pp | 77.1%+1.5pp | 80.1%-1.5pp |
| Annual return | 16.22% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,593 | $4,349-40.4% | $3,882-33.2% | $4,299-39.7% |
| Participant deferral / active EE | $6,532 | $6,981-6.4% | $6,405+2.0% | $6,507+0.4% |
| Admin fee / account holder | $3,730 | $10,528-64.6% | $9,769-61.8% | $12,624-70.5% |