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 | $179,317 | $189,613-5.4% | $167,512+7.0% | $142,382+25.9% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 10.32% | 2024.68%-2014.4pp | 1615.79%-1605.5pp | 217.08%-206.8pp |
| Employer contribution / active EE | $4,074 | $4,349-6.3% | $3,882+5.0% | $4,299-5.2% |
| Participant deferral / active EE | $10,920 | $6,981+56.4% | $6,405+70.5% | $6,507+67.8% |
| Admin fee / account holder | $83,358 | $10,528+691.8% | $9,769+753.3% | $12,624+560.3% |