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 | $102,966 | $189,613-45.7% | $167,512-38.5% | $142,382-27.7% |
| Participation rate | 88.2% | 80.1%+8.1pp | 77.1%+11.2pp | 80.1%+8.1pp |
| Annual return | 16.70% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,103 | $4,349+86.3% | $3,882+108.8% | $4,299+88.5% |
| Participant deferral / active EE | $4,094 | $6,981-41.4% | $6,405-36.1% | $6,507-37.1% |
| Admin fee / account holder | $13,554 | $10,528+28.7% | $9,769+38.7% | $12,624+7.4% |