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 | $198,599 | $189,613+4.7% | $167,512+18.6% | $142,382+39.5% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 13.11% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,131 | $4,349-5.0% | $3,882+6.4% | $4,299-3.9% |
| Participant deferral / active EE | $10,439 | $6,981+49.5% | $6,405+63.0% | $6,507+60.4% |
| Admin fee / account holder | $10,702 | $10,528+1.7% | $9,769+9.6% | $12,624-15.2% |