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 | $200,058 | $189,613+5.5% | $167,512+19.4% | $142,382+40.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.21% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,866 | $4,349+11.9% | $3,882+25.4% | $4,299+13.2% |
| Participant deferral / active EE | $6,179 | $6,981-11.5% | $6,405-3.5% | $6,507-5.0% |
| Admin fee / account holder | $8,574 | $10,528-18.6% | $9,769-12.2% | $12,624-32.1% |