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 | $132,720 | $189,613-30.0% | $167,512-20.8% | $142,382-6.8% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 12.39% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,638 | $4,349-62.3% | $3,882-57.8% | $4,299-61.9% |
| Participant deferral / active EE | $3,898 | $6,981-44.2% | $6,405-39.1% | $6,507-40.1% |
| Admin fee / account holder | $12,719 | $10,528+20.8% | $9,769+30.2% | $12,624+0.8% |