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 | $39,659 | $189,613-79.1% | $167,512-76.3% | $142,382-72.1% |
| Participation rate | 85.0% | 80.1%+4.9pp | 77.1%+7.9pp | 80.1%+4.9pp |
| Annual return | 15.75% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,604 | $4,349-63.1% | $3,882-58.7% | $4,299-62.7% |
| Participant deferral / active EE | $1,973 | $6,981-71.7% | $6,405-69.2% | $6,507-69.7% |
| Admin fee / account holder | $429 | $10,528-95.9% | $9,769-95.6% | $12,624-96.6% |