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 | $67,019 | $189,613-64.7% | $167,512-60.0% | $142,382-52.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.45% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,658 | $4,349-61.9% | $3,882-57.3% | $4,299-61.4% |
| Participant deferral / active EE | $6,815 | $6,981-2.4% | $6,405+6.4% | $6,507+4.7% |
| Admin fee / account holder | $5,945 | $10,528-43.5% | $9,769-39.1% | $12,624-52.9% |