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 | $199,368 | $189,613+5.1% | $167,512+19.0% | $142,382+40.0% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 14.42% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,615 | $4,349-39.9% | $3,882-32.6% | $4,299-39.2% |
| Participant deferral / active EE | $7,861 | $6,981+12.6% | $6,405+22.7% | $6,507+20.8% |
| Admin fee / account holder | $25,359 | $10,528+140.9% | $9,769+159.6% | $12,624+100.9% |