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 | $199,668 | $189,613+5.3% | $167,512+19.2% | $142,382+40.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.79% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,069 | $4,349+62.5% | $3,882+82.1% | $4,299+64.4% |
| Participant deferral / active EE | $7,487 | $6,981+7.2% | $6,405+16.9% | $6,507+15.0% |
| Admin fee / account holder | $424 | $10,528-96.0% | $9,769-95.7% | $12,624-96.6% |