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 | $189,310 | $189,613-0.2% | $167,512+13.0% | $142,382+33.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.12% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,398 | $4,349+24.1% | $3,882+39.1% | $4,299+25.5% |
| Participant deferral / active EE | $8,997 | $6,981+28.9% | $6,405+40.5% | $6,507+38.3% |
| Admin fee / account holder | $8,159 | $10,528-22.5% | $9,769-16.5% | $12,624-35.4% |