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 | $228,455 | $189,613+20.5% | $167,512+36.4% | $142,382+60.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.75% | 2024.68%-2003.9pp | 1615.79%-1595.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,657 | $4,349+30.1% | $3,882+45.7% | $4,299+31.6% |
| Participant deferral / active EE | $9,429 | $6,981+35.1% | $6,405+47.2% | $6,507+44.9% |
| Admin fee / account holder | $979 | $10,528-90.7% | $9,769-90.0% | $12,624-92.2% |