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 6-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 | $230,789 | $189,613+21.7% | $167,512+37.8% | $142,382+62.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.47% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,328 | $4,349-46.5% | $3,882-40.0% | $4,299-45.8% |
| Participant deferral / active EE | $31,000 | $6,981+344.0% | $6,405+384.0% | $6,507+376.4% |
| Admin fee / account holder | $1,672 | $10,528-84.1% | $9,769-82.9% | $12,624-86.8% |