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 | $171,171 | $189,613-9.7% | $167,512+2.2% | $142,382+20.2% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 15.05% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,927 | $4,349-55.7% | $3,882-50.4% | $4,299-55.2% |
| Participant deferral / active EE | $10,119 | $6,981+44.9% | $6,405+58.0% | $6,507+55.5% |
| Admin fee / account holder | $14,981 | $10,528+42.3% | $9,769+53.4% | $12,624+18.7% |