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 | $220,708 | $189,613+16.4% | $167,512+31.8% | $142,382+55.0% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 16.39% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,801 | $4,349-35.6% | $3,882-27.8% | $4,299-34.8% |
| Participant deferral / active EE | $6,197 | $6,981-11.2% | $6,405-3.2% | $6,507-4.8% |
| Admin fee / account holder | $4,453 | $10,528-57.7% | $9,769-54.4% | $12,624-64.7% |