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 9-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 | $160,132 | $189,613-15.5% | $167,512-4.4% | $142,382+12.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.64% | 2024.68%-2010.0pp | 1615.79%-1601.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,380 | $4,349+0.7% | $3,882+12.8% | $4,299+1.9% |
| Participant deferral / active EE | $12,042 | $6,981+72.5% | $6,405+88.0% | $6,507+85.1% |
| Admin fee / account holder | $5,343 | $10,528-49.2% | $9,769-45.3% | $12,624-57.7% |