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 | $187,764 | $189,613-1.0% | $167,512+12.1% | $142,382+31.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.65% | 2024.68%-2014.0pp | 1615.79%-1605.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $12,990 | $4,349+198.7% | $3,882+234.6% | $4,299+202.1% |
| Participant deferral / active EE | $12,045 | $6,981+72.5% | $6,405+88.1% | $6,507+85.1% |
| Admin fee / account holder | $1,582 | $10,528-85.0% | $9,769-83.8% | $12,624-87.5% |