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 | $133,088 | $189,613-29.8% | $167,512-20.6% | $142,382-6.5% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 15.57% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $885 | $4,349-79.7% | $3,882-77.2% | $4,299-79.4% |
| Participant deferral / active EE | $6,356 | $6,981-9.0% | $6,405-0.8% | $6,507-2.3% |
| Admin fee / account holder | $5,458 | $10,528-48.2% | $9,769-44.1% | $12,624-56.8% |