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 | $149,924 | $189,613-20.9% | $167,512-10.5% | $142,382+5.3% |
| Participation rate | 76.2% | 80.1%-3.9pp | 77.1%-0.9pp | 80.1%-3.9pp |
| Annual return | 16.56% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,122 | $4,349-28.2% | $3,882-19.6% | $4,299-27.4% |
| Participant deferral / active EE | $7,841 | $6,981+12.3% | $6,405+22.4% | $6,507+20.5% |
| Admin fee / account holder | $6,689 | $10,528-36.5% | $9,769-31.5% | $12,624-47.0% |