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 3-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 | $25,857 | $189,613-86.4% | $167,512-84.6% | $142,382-81.8% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 17.94% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,317 | $4,349-69.7% | $3,882-66.1% | $4,299-69.4% |
| Participant deferral / active EE | $1,760 | $6,981-74.8% | $6,405-72.5% | $6,507-72.9% |
| Admin fee / account holder | $1,972 | $10,528-81.3% | $9,769-79.8% | $12,624-84.4% |