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 | $174,220 | $189,613-8.1% | $167,512+4.0% | $142,382+22.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.57% | 2024.68%-2013.1pp | 1615.79%-1604.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,249 | $4,349-25.3% | $3,882-16.3% | $4,299-24.4% |
| Participant deferral / active EE | $10,103 | $6,981+44.7% | $6,405+57.7% | $6,507+55.3% |
| Admin fee / account holder | $5,325 | $10,528-49.4% | $9,769-45.5% | $12,624-57.8% |