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 3-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 | $30,103 | $189,613-84.1% | $167,512-82.0% | $142,382-78.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 24.32% | 2024.68%-2000.4pp | 1615.79%-1591.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,350 | $4,349-46.0% | $3,882-39.5% | $4,299-45.3% |
| Participant deferral / active EE | $8,932 | $6,981+27.9% | $6,405+39.5% | $6,507+37.3% |
| Admin fee / account holder | $1,807 | $10,528-82.8% | $9,769-81.5% | $12,624-85.7% |