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 3-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 | $16,713 | $189,613-91.2% | $167,512-90.0% | $142,382-88.3% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 14.39% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,413 | $4,349-44.5% | $3,882-37.8% | $4,299-43.9% |
| Participant deferral / active EE | $2,720 | $6,981-61.0% | $6,405-57.5% | $6,507-58.2% |
| Admin fee / account holder | $674 | $10,528-93.6% | $9,769-93.1% | $12,624-94.7% |