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 | $60,211 | $189,613-68.2% | $167,512-64.1% | $142,382-57.7% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 13.50% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $573 | $4,349-86.8% | $3,882-85.2% | $4,299-86.7% |
| Participant deferral / active EE | $7,511 | $6,981+7.6% | $6,405+17.3% | $6,507+15.4% |
| Admin fee / account holder | $1,292 | $10,528-87.7% | $9,769-86.8% | $12,624-89.8% |