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 | $190,558 | $189,613+0.5% | $167,512+13.8% | $142,382+33.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 18.25% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,834 | $4,349+57.1% | $3,882+76.1% | $4,299+59.0% |
| Participant deferral / active EE | $8,822 | $6,981+26.4% | $6,405+37.7% | $6,507+35.6% |
| Admin fee / account holder | $3,268 | $10,528-69.0% | $9,769-66.6% | $12,624-74.1% |