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 | $222,932 | $189,613+17.6% | $167,512+33.1% | $142,382+56.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.17% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,829 | $4,349-11.9% | $3,882-1.3% | $4,299-10.9% |
| Participant deferral / active EE | $13,771 | $6,981+97.3% | $6,405+115.0% | $6,507+111.6% |
| Admin fee / account holder | $15,044 | $10,528+42.9% | $9,769+54.0% | $12,624+19.2% |