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 | $109,199 | $189,613-42.4% | $167,512-34.8% | $142,382-23.3% |
| Participation rate | 90.5% | 80.1%+10.3pp | 77.1%+13.4pp | 80.1%+10.4pp |
| Annual return | 12.29% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,929 | $4,349-32.7% | $3,882-24.5% | $4,299-31.9% |
| Participant deferral / active EE | $6,741 | $6,981-3.4% | $6,405+5.3% | $6,507+3.6% |
| Admin fee / account holder | $7,462 | $10,528-29.1% | $9,769-23.6% | $12,624-40.9% |