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 5-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 | $205,205 | $189,613+8.2% | $167,512+22.5% | $142,382+44.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.80% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $26,549 | $4,349+510.5% | $3,882+584.0% | $4,299+517.5% |
| Participant deferral / active EE | $23,500 | $6,981+236.6% | $6,405+266.9% | $6,507+261.1% |
| Admin fee / account holder | $3,394 | $10,528-67.8% | $9,769-65.3% | $12,624-73.1% |