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 | $106,583 | $189,613-43.8% | $167,512-36.4% | $142,382-25.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 13.41% | 2024.68%-2011.3pp | 1615.79%-1602.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,573 | $4,349+51.1% | $3,882+69.3% | $4,299+52.9% |
| Participant deferral / active EE | $2,716 | $6,981-61.1% | $6,405-57.6% | $6,507-58.3% |
| Admin fee / account holder | $5,047 | $10,528-52.1% | $9,769-48.3% | $12,624-60.0% |