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 | $49,786 | $189,613-73.7% | $167,512-70.3% | $142,382-65.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 15.64% | 2024.68%-2009.0pp | 1615.79%-1600.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,212 | $4,349-72.1% | $3,882-68.8% | $4,299-71.8% |
| Participant deferral / active EE | $5,885 | $6,981-15.7% | $6,405-8.1% | $6,507-9.6% |
| Admin fee / account holder | $14,153 | $10,528+34.4% | $9,769+44.9% | $12,624+12.1% |