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 7-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 | $99,215 | $189,613-47.7% | $167,512-40.8% | $142,382-30.3% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 18.40% | 2024.68%-2006.3pp | 1615.79%-1597.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,691 | $4,349-15.1% | $3,882-4.9% | $4,299-14.1% |
| Participant deferral / active EE | $7,579 | $6,981+8.6% | $6,405+18.3% | $6,507+16.5% |
| Admin fee / account holder | $572 | $10,528-94.6% | $9,769-94.1% | $12,624-95.5% |