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 10-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 | $82,410 | $189,613-56.5% | $167,512-50.8% | $142,382-42.1% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 15.37% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,640 | $4,349-62.3% | $3,882-57.7% | $4,299-61.8% |
| Participant deferral / active EE | $4,373 | $6,981-37.4% | $6,405-31.7% | $6,507-32.8% |
| Admin fee / account holder | $8,048 | $10,528-23.6% | $9,769-17.6% | $12,624-36.2% |