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 | $17,522 | $189,613-90.8% | $167,512-89.5% | $142,382-87.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 16.17% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,365 | $4,349-68.6% | $3,882-64.8% | $4,299-68.3% |
| Participant deferral / active EE | $3,413 | $6,981-51.1% | $6,405-46.7% | $6,507-47.6% |
| Admin fee / account holder | $4,426 | $10,528-58.0% | $9,769-54.7% | $12,624-64.9% |