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 | $151,837 | $189,613-19.9% | $167,512-9.4% | $142,382+6.6% |
| Participation rate | 73.9% | 80.1%-6.2pp | 77.1%-3.1pp | 80.1%-6.2pp |
| Annual return | 18.41% | 2024.68%-2006.3pp | 1615.79%-1597.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,271 | $4,349-47.8% | $3,882-41.5% | $4,299-47.2% |
| Participant deferral / active EE | $8,191 | $6,981+17.3% | $6,405+27.9% | $6,507+25.9% |
| Admin fee / account holder | $334 | $10,528-96.8% | $9,769-96.6% | $12,624-97.4% |