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 | $133,571 | $189,613-29.6% | $167,512-20.3% | $142,382-6.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.52% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $10,380 | $4,349+138.7% | $3,882+167.4% | $4,299+141.4% |
| Participant deferral / active EE | $6,779 | $6,981-2.9% | $6,405+5.8% | $6,507+4.2% |
| Admin fee / account holder | $13,806 | $10,528+31.1% | $9,769+41.3% | $12,624+9.4% |