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 4-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 | $57,063 | $189,613-69.9% | $167,512-65.9% | $142,382-59.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 21.73% | 2024.68%-2003.0pp | 1615.79%-1594.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,455 | $4,349+2.4% | $3,882+14.8% | $4,299+3.6% |
| Participant deferral / active EE | $7,166 | $6,981+2.6% | $6,405+11.9% | $6,507+10.1% |
| Admin fee / account holder | $2,103 | $10,528-80.0% | $9,769-78.5% | $12,624-83.3% |