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 | $207,510 | $189,613+9.4% | $167,512+23.9% | $142,382+45.7% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.05% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,649 | $4,349-62.1% | $3,882-57.5% | $4,299-61.6% |
| Participant deferral / active EE | $5,520 | $6,981-20.9% | $6,405-13.8% | $6,507-15.2% |
| Admin fee / account holder | $39,781 | $10,528+277.9% | $9,769+307.2% | $12,624+215.1% |