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 | $108,795 | $189,613-42.6% | $167,512-35.1% | $142,382-23.6% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 18.19% | 2024.68%-2006.5pp | 1615.79%-1597.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,675 | $4,349-15.5% | $3,882-5.3% | $4,299-14.5% |
| Participant deferral / active EE | $6,959 | $6,981-0.3% | $6,405+8.7% | $6,507+6.9% |
| Admin fee / account holder | $878 | $10,528-91.7% | $9,769-91.0% | $12,624-93.0% |