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 | $56,235 | $189,613-70.3% | $167,512-66.4% | $142,382-60.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.27% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,369 | $4,349-68.5% | $3,882-64.7% | $4,299-68.2% |
| Participant deferral / active EE | $3,823 | $6,981-45.2% | $6,405-40.3% | $6,507-41.2% |
| Admin fee / account holder | $593 | $10,528-94.4% | $9,769-93.9% | $12,624-95.3% |