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 | $198,996 | $189,613+4.9% | $167,512+18.8% | $142,382+39.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.50% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,361 | $4,349+23.3% | $3,882+38.1% | $4,299+24.7% |
| Participant deferral / active EE | $23,203 | $6,981+232.4% | $6,405+262.3% | $6,507+256.6% |
| Admin fee / account holder | $38,605 | $10,528+266.7% | $9,769+295.2% | $12,624+205.8% |