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 8-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 | $124,649 | $189,613-34.3% | $167,512-25.6% | $142,382-12.5% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 15.61% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,142 | $4,349-50.8% | $3,882-44.8% | $4,299-50.2% |
| Participant deferral / active EE | $5,650 | $6,981-19.1% | $6,405-11.8% | $6,507-13.2% |
| Admin fee / account holder | $3,357 | $10,528-68.1% | $9,769-65.6% | $12,624-73.4% |