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 | $230,256 | $189,613+21.4% | $167,512+37.5% | $142,382+61.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.93% | 2024.68%-2007.7pp | 1615.79%-1598.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,600 | $4,349-17.2% | $3,882-7.2% | $4,299-16.3% |
| Participant deferral / active EE | $12,792 | $6,981+83.2% | $6,405+99.7% | $6,507+96.6% |
| Admin fee / account holder | $2,954 | $10,528-71.9% | $9,769-69.8% | $12,624-76.6% |