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 | $130,790 | $189,613-31.0% | $167,512-21.9% | $142,382-8.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 20.01% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,315 | $4,349-46.8% | $3,882-40.4% | $4,299-46.2% |
| Participant deferral / active EE | $15,617 | $6,981+123.7% | $6,405+143.8% | $6,507+140.0% |
| Admin fee / account holder | $5,388 | $10,528-48.8% | $9,769-44.8% | $12,624-57.3% |