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 5-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 | $30,844 | $189,613-83.7% | $167,512-81.6% | $142,382-78.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 15.01% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,709 | $4,349-60.7% | $3,882-56.0% | $4,299-60.2% |
| Participant deferral / active EE | $1,709 | $6,981-75.5% | $6,405-73.3% | $6,507-73.7% |
| Admin fee / account holder | $451 | $10,528-95.7% | $9,769-95.4% | $12,624-96.4% |