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 | $73,233 | $189,613-61.4% | $167,512-56.3% | $142,382-48.6% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 12.91% | 2024.68%-2011.8pp | 1615.79%-1602.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,232 | $4,349-71.7% | $3,882-68.3% | $4,299-71.3% |
| Participant deferral / active EE | $3,696 | $6,981-47.1% | $6,405-42.3% | $6,507-43.2% |
| Admin fee / account holder | $9,552 | $10,528-9.3% | $9,769-2.2% | $12,624-24.3% |