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 | $169,826 | $189,613-10.4% | $167,512+1.4% | $142,382+19.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 36.43% | 2024.68%-1988.3pp | 1615.79%-1579.4pp | 217.08%-180.6pp |
| Employer contribution / active EE | $2,523 | $4,349-42.0% | $3,882-35.0% | $4,299-41.3% |
| Participant deferral / active EE | $39,075 | $6,981+459.7% | $6,405+510.1% | $6,507+500.5% |
| Admin fee / account holder | $21,564 | $10,528+104.8% | $9,769+120.7% | $12,624+70.8% |