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 | $117,833 | $189,613-37.9% | $167,512-29.7% | $142,382-17.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.66% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $8,103 | $4,349+86.3% | $3,882+108.7% | $4,299+88.5% |
| Participant deferral / active EE | $2,606 | $6,981-62.7% | $6,405-59.3% | $6,507-60.0% |
| Admin fee / account holder | $847 | $10,528-92.0% | $9,769-91.3% | $12,624-93.3% |