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 5-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 | $15,609 | $189,613-91.8% | $167,512-90.7% | $142,382-89.0% |
| Participation rate | 72.2% | 80.1%-7.9pp | 77.1%-4.8pp | 80.1%-7.9pp |
| Annual return | 27.96% | 2024.68%-1996.7pp | 1615.79%-1587.8pp | 217.08%-189.1pp |
| Employer contribution / active EE | $2,578 | $4,349-40.7% | $3,882-33.6% | $4,299-40.0% |
| Participant deferral / active EE | $5,490 | $6,981-21.4% | $6,405-14.3% | $6,507-15.6% |
| Admin fee / account holder | $5,383 | $10,528-48.9% | $9,769-44.9% | $12,624-57.4% |