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 | $219,583 | $189,613+15.8% | $167,512+31.1% | $142,382+54.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.22% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,945 | $4,349+13.7% | $3,882+27.4% | $4,299+15.0% |
| Participant deferral / active EE | $12,846 | $6,981+84.0% | $6,405+100.6% | $6,507+97.4% |
| Admin fee / account holder | $30,653 | $10,528+191.1% | $9,769+213.8% | $12,624+142.8% |