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 | $160,119 | $189,613-15.6% | $167,512-4.4% | $142,382+12.5% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 14.35% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,498 | $4,349-19.6% | $3,882-9.9% | $4,299-18.6% |
| Participant deferral / active EE | $7,755 | $6,981+11.1% | $6,405+21.1% | $6,507+19.2% |
| Admin fee / account holder | $17,136 | $10,528+62.8% | $9,769+75.4% | $12,624+35.7% |