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 | $154,535 | $189,613-18.5% | $167,512-7.7% | $142,382+8.5% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 17.94% | 2024.68%-2006.7pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,309 | $4,349-46.9% | $3,882-40.5% | $4,299-46.3% |
| Participant deferral / active EE | $4,310 | $6,981-38.3% | $6,405-32.7% | $6,507-33.8% |
| Admin fee / account holder | $2,851 | $10,528-72.9% | $9,769-70.8% | $12,624-77.4% |