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 | $198,094 | $189,613+4.5% | $167,512+18.3% | $142,382+39.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.62% | 2024.68%-2012.1pp | 1615.79%-1603.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,078 | $4,349+108.7% | $3,882+133.9% | $4,299+111.2% |
| Participant deferral / active EE | $18,199 | $6,981+160.7% | $6,405+184.2% | $6,507+179.7% |
| Admin fee / account holder | $2,433 | $10,528-76.9% | $9,769-75.1% | $12,624-80.7% |