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 | $222,451 | $189,613+17.3% | $167,512+32.8% | $142,382+56.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 18.51% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,346 | $4,349+45.9% | $3,882+63.5% | $4,299+47.6% |
| Participant deferral / active EE | $14,081 | $6,981+101.7% | $6,405+119.9% | $6,507+116.4% |
| Admin fee / account holder | $1,001 | $10,528-90.5% | $9,769-89.8% | $12,624-92.1% |