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 | $217,557 | $189,613+14.7% | $167,512+29.9% | $142,382+52.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.76% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $16,915 | $4,349+288.9% | $3,882+335.8% | $4,299+293.4% |
| Participant deferral / active EE | $8,281 | $6,981+18.6% | $6,405+29.3% | $6,507+27.3% |
| Admin fee / account holder | $3,650 | $10,528-65.3% | $9,769-62.6% | $12,624-71.1% |