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 | $144,034 | $189,613-24.0% | $167,512-14.0% | $142,382+1.2% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 16.56% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,307 | $4,349-24.0% | $3,882-14.8% | $4,299-23.1% |
| Participant deferral / active EE | $10,603 | $6,981+51.9% | $6,405+65.5% | $6,507+62.9% |
| Admin fee / account holder | $5,370 | $10,528-49.0% | $9,769-45.0% | $12,624-57.5% |