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 | $151,972 | $189,613-19.9% | $167,512-9.3% | $142,382+6.7% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 10.34% | 2024.68%-2014.3pp | 1615.79%-1605.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,317 | $4,349-23.7% | $3,882-14.5% | $4,299-22.8% |
| Participant deferral / active EE | $8,740 | $6,981+25.2% | $6,405+36.5% | $6,507+34.3% |
| Admin fee / account holder | $216,092 | $10,528+1952.5% | $9,769+2112.0% | $12,624+1611.8% |