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 | $191,326 | $189,613+0.9% | $167,512+14.2% | $142,382+34.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.48% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $15,334 | $4,349+252.6% | $3,882+295.0% | $4,299+256.7% |
| Participant deferral / active EE | $6,578 | $6,981-5.8% | $6,405+2.7% | $6,507+1.1% |
| Admin fee / account holder | $5,586 | $10,528-46.9% | $9,769-42.8% | $12,624-55.8% |