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 3-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 | $44,633 | $189,613-76.5% | $167,512-73.4% | $142,382-68.7% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 19.81% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,377 | $4,349-68.3% | $3,882-64.5% | $4,299-68.0% |
| Participant deferral / active EE | $2,069 | $6,981-70.4% | $6,405-67.7% | $6,507-68.2% |
| Admin fee / account holder | $1,559 | $10,528-85.2% | $9,769-84.0% | $12,624-87.6% |