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 | $119,332 | $189,613-37.1% | $167,512-28.8% | $142,382-16.2% |
| Participation rate | 89.5% | 80.1%+9.3pp | 77.1%+12.4pp | 80.1%+9.4pp |
| Annual return | 27.01% | 2024.68%-1997.7pp | 1615.79%-1588.8pp | 217.08%-190.1pp |
| Employer contribution / active EE | $6,126 | $4,349+40.9% | $3,882+57.8% | $4,299+42.5% |
| Participant deferral / active EE | $1,454 | $6,981-79.2% | $6,405-77.3% | $6,507-77.6% |
| Admin fee / account holder | $4,354 | $10,528-58.6% | $9,769-55.4% | $12,624-65.5% |