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 | $234,758 | $189,613+23.8% | $167,512+40.1% | $142,382+64.9% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 18.72% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,179 | $4,349-26.9% | $3,882-18.1% | $4,299-26.1% |
| Participant deferral / active EE | $11,720 | $6,981+67.9% | $6,405+83.0% | $6,507+80.1% |
| Admin fee / account holder | $47,111 | $10,528+347.5% | $9,769+382.3% | $12,624+273.2% |