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 | $235,461 | $189,613+24.2% | $167,512+40.6% | $142,382+65.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.30% | 2024.68%-2013.4pp | 1615.79%-1604.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,431 | $4,349-67.1% | $3,882-63.1% | $4,299-66.7% |
| Participant deferral / active EE | $5,570 | $6,981-20.2% | $6,405-13.0% | $6,507-14.4% |
| Admin fee / account holder | $37,919 | $10,528+260.2% | $9,769+288.2% | $12,624+200.4% |