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 | $214,355 | $189,613+13.0% | $167,512+28.0% | $142,382+50.5% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 16.93% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,524 | $4,349+50.0% | $3,882+68.1% | $4,299+51.7% |
| Participant deferral / active EE | $11,293 | $6,981+61.8% | $6,405+76.3% | $6,507+73.5% |
| Admin fee / account holder | $3,481 | $10,528-66.9% | $9,769-64.4% | $12,624-72.4% |