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 | $53,177 | $189,613-72.0% | $167,512-68.3% | $142,382-62.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 13.48% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,804 | $4,349-58.5% | $3,882-53.5% | $4,299-58.0% |
| Participant deferral / active EE | $7,363 | $6,981+5.5% | $6,405+15.0% | $6,507+13.2% |
| Admin fee / account holder | $6,117 | $10,528-41.9% | $9,769-37.4% | $12,624-51.5% |