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 6-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 | $164,138 | $189,613-13.4% | $167,512-2.0% | $142,382+15.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.87% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $17,704 | $4,349+307.1% | $3,882+356.1% | $4,299+311.8% |
| Participant deferral / active EE | $13,416 | $6,981+92.2% | $6,405+109.5% | $6,507+106.2% |
| Admin fee / account holder | $1,185 | $10,528-88.7% | $9,769-87.9% | $12,624-90.6% |