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 | $110,610 | $189,613-41.7% | $167,512-34.0% | $142,382-22.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.71% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,779 | $4,349+9.9% | $3,882+23.1% | $4,299+11.2% |
| Participant deferral / active EE | $7,615 | $6,981+9.1% | $6,405+18.9% | $6,507+17.0% |
| Admin fee / account holder | $75,470 | $10,528+616.8% | $9,769+672.6% | $12,624+497.8% |