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 | $46,388 | $189,613-75.5% | $167,512-72.3% | $142,382-67.4% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 12.27% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,778 | $4,349-59.1% | $3,882-54.2% | $4,299-58.6% |
| Participant deferral / active EE | $2,564 | $6,981-63.3% | $6,405-60.0% | $6,507-60.6% |
| Admin fee / account holder | $10,753 | $10,528+2.1% | $9,769+10.1% | $12,624-14.8% |