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 | $221,409 | $189,613+16.8% | $167,512+32.2% | $142,382+55.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.03% | 2024.68%-2006.6pp | 1615.79%-1597.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,854 | $4,349-34.4% | $3,882-26.5% | $4,299-33.6% |
| Participant deferral / active EE | $10,521 | $6,981+50.7% | $6,405+64.3% | $6,507+61.7% |
| Admin fee / account holder | $8,374 | $10,528-20.5% | $9,769-14.3% | $12,624-33.7% |