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 8-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 | $57,524 | $189,613-69.7% | $167,512-65.7% | $142,382-59.6% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 12.36% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,060 | $4,349-75.6% | $3,882-72.7% | $4,299-75.4% |
| Participant deferral / active EE | $1,902 | $6,981-72.7% | $6,405-70.3% | $6,507-70.8% |
| Admin fee / account holder | $1,707 | $10,528-83.8% | $9,769-82.5% | $12,624-86.5% |