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 | $155,263 | $189,613-18.1% | $167,512-7.3% | $142,382+9.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 15.15% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,257 | $4,349-48.1% | $3,882-41.8% | $4,299-47.5% |
| Participant deferral / active EE | $7,110 | $6,981+1.8% | $6,405+11.0% | $6,507+9.3% |
| Admin fee / account holder | $1,562 | $10,528-85.2% | $9,769-84.0% | $12,624-87.6% |