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 | $221,796 | $189,613+17.0% | $167,512+32.4% | $142,382+55.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.70% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,401 | $4,349-21.8% | $3,882-12.4% | $4,299-20.9% |
| Participant deferral / active EE | $14,882 | $6,981+113.2% | $6,405+132.4% | $6,507+128.7% |
| Admin fee / account holder | $20,304 | $10,528+92.9% | $9,769+107.8% | $12,624+60.8% |