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 | $215,572 | $189,613+13.7% | $167,512+28.7% | $142,382+51.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.98% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $14,016 | $4,349+222.3% | $3,882+261.1% | $4,299+226.0% |
| Participant deferral / active EE | $13,898 | $6,981+99.1% | $6,405+117.0% | $6,507+113.6% |
| Admin fee / account holder | $7,963 | $10,528-24.4% | $9,769-18.5% | $12,624-36.9% |