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 | $74,970 | $189,613-60.5% | $167,512-55.2% | $142,382-47.3% |
| Participation rate | 86.4% | 80.1%+6.2pp | 77.1%+9.3pp | 80.1%+6.2pp |
| Annual return | 12.93% | 2024.68%-2011.8pp | 1615.79%-1602.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,539 | $4,349-64.6% | $3,882-60.3% | $4,299-64.2% |
| Participant deferral / active EE | $2,254 | $6,981-67.7% | $6,405-64.8% | $6,507-65.4% |
| Admin fee / account holder | $9,034 | $10,528-14.2% | $9,769-7.5% | $12,624-28.4% |