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 | $158,474 | $189,613-16.4% | $167,512-5.4% | $142,382+11.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.80% | 2024.68%-2009.9pp | 1615.79%-1601.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,580 | $4,349+5.3% | $3,882+18.0% | $4,299+6.5% |
| Participant deferral / active EE | $10,665 | $6,981+52.8% | $6,405+66.5% | $6,507+63.9% |
| Admin fee / account holder | $25,566 | $10,528+142.8% | $9,769+161.7% | $12,624+102.5% |