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 | $155,927 | $189,613-17.8% | $167,512-6.9% | $142,382+9.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.25% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,885 | $4,349+35.3% | $3,882+51.6% | $4,299+36.9% |
| Participant deferral / active EE | $5,735 | $6,981-17.8% | $6,405-10.5% | $6,507-11.9% |
| Admin fee / account holder | $19,714 | $10,528+87.2% | $9,769+101.8% | $12,624+56.2% |