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 9-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 | $128,292 | $189,613-32.3% | $167,512-23.4% | $142,382-9.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 14.85% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,461 | $4,349+48.6% | $3,882+66.4% | $4,299+50.3% |
| Participant deferral / active EE | $17,605 | $6,981+152.2% | $6,405+174.9% | $6,507+170.6% |
| Admin fee / account holder | $3,293 | $10,528-68.7% | $9,769-66.3% | $12,624-73.9% |