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 5-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 | $73,355 | $189,613-61.3% | $167,512-56.2% | $142,382-48.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.13% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,553 | $4,349+50.7% | $3,882+68.8% | $4,299+52.4% |
| Participant deferral / active EE | $4,722 | $6,981-32.4% | $6,405-26.3% | $6,507-27.4% |
| Admin fee / account holder | $6,809 | $10,528-35.3% | $9,769-30.3% | $12,624-46.1% |