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 | $85,349 | $189,613-55.0% | $167,512-49.0% | $142,382-40.1% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 13.13% | 2024.68%-2011.5pp | 1615.79%-1602.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $8,098 | $4,349+86.2% | $3,882+108.6% | $4,299+88.4% |
| Participant deferral / active EE | $13,371 | $6,981+91.5% | $6,405+108.8% | $6,507+105.5% |
| Admin fee / account holder | $10,101 | $10,528-4.1% | $9,769+3.4% | $12,624-20.0% |