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 7-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 | $203,850 | $189,613+7.5% | $167,512+21.7% | $142,382+43.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.79% | 2024.68%-2013.9pp | 1615.79%-1605.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $12,494 | $4,349+187.3% | $3,882+221.9% | $4,299+190.6% |
| Participant deferral / active EE | $14,354 | $6,981+105.6% | $6,405+124.1% | $6,507+120.6% |
| Admin fee / account holder | $997 | $10,528-90.5% | $9,769-89.8% | $12,624-92.1% |