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 | $43,745 | $189,613-76.9% | $167,512-73.9% | $142,382-69.3% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 21.32% | 2024.68%-2003.4pp | 1615.79%-1594.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,741 | $4,349-60.0% | $3,882-55.1% | $4,299-59.5% |
| Participant deferral / active EE | $6,631 | $6,981-5.0% | $6,405+3.5% | $6,507+1.9% |
| Admin fee / account holder | $2,310 | $10,528-78.1% | $9,769-76.4% | $12,624-81.7% |