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 | $58,644 | $189,613-69.1% | $167,512-65.0% | $142,382-58.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 19.72% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,300 | $4,349-70.1% | $3,882-66.5% | $4,299-69.8% |
| Participant deferral / active EE | $3,581 | $6,981-48.7% | $6,405-44.1% | $6,507-45.0% |
| Admin fee / account holder | $3,424 | $10,528-67.5% | $9,769-64.9% | $12,624-72.9% |