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 | $190,157 | $189,613+0.3% | $167,512+13.5% | $142,382+33.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.89% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $12,373 | $4,349+184.5% | $3,882+218.8% | $4,299+187.8% |
| Participant deferral / active EE | $6,284 | $6,981-10.0% | $6,405-1.9% | $6,507-3.4% |
| Admin fee / account holder | $2,041 | $10,528-80.6% | $9,769-79.1% | $12,624-83.8% |