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 | $46,799 | $189,613-75.3% | $167,512-72.1% | $142,382-67.1% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 15.80% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,428 | $4,349-21.2% | $3,882-11.7% | $4,299-20.3% |
| Participant deferral / active EE | $4,280 | $6,981-38.7% | $6,405-33.2% | $6,507-34.2% |
| Admin fee / account holder | $2,677 | $10,528-74.6% | $9,769-72.6% | $12,624-78.8% |