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 | $192,137 | $189,613+1.3% | $167,512+14.7% | $142,382+34.9% |
| Participation rate | 95.8% | 80.1%+15.7pp | 77.1%+18.8pp | 80.1%+15.7pp |
| Annual return | 12.53% | 2024.68%-2012.1pp | 1615.79%-1603.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,457 | $4,349-43.5% | $3,882-36.7% | $4,299-42.9% |
| Participant deferral / active EE | $7,305 | $6,981+4.6% | $6,405+14.1% | $6,507+12.3% |
| Admin fee / account holder | $41,638 | $10,528+295.5% | $9,769+326.2% | $12,624+229.8% |