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 8-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 | $33,959 | $189,613-82.1% | $167,512-79.7% | $142,382-76.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 18.08% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,589 | $4,349-40.5% | $3,882-33.3% | $4,299-39.8% |
| Participant deferral / active EE | $2,868 | $6,981-58.9% | $6,405-55.2% | $6,507-55.9% |
| Admin fee / account holder | $981 | $10,528-90.7% | $9,769-90.0% | $12,624-92.2% |