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 | $201,602 | $189,613+6.3% | $167,512+20.4% | $142,382+41.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.54% | 2024.68%-2008.1pp | 1615.79%-1599.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,624 | $4,349+6.3% | $3,882+19.1% | $4,299+7.6% |
| Participant deferral / active EE | $7,565 | $6,981+8.4% | $6,405+18.1% | $6,507+16.3% |
| Admin fee / account holder | $18,212 | $10,528+73.0% | $9,769+86.4% | $12,624+44.3% |