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 | $17,914 | $189,613-90.6% | $167,512-89.3% | $142,382-87.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 17.56% | 2024.68%-2007.1pp | 1615.79%-1598.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,464 | $4,349-20.3% | $3,882-10.8% | $4,299-19.4% |
| Participant deferral / active EE | $6,188 | $6,981-11.4% | $6,405-3.4% | $6,507-4.9% |
| Admin fee / account holder | $76,213 | $10,528+623.9% | $9,769+680.2% | $12,624+503.7% |