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 | $207,758 | $189,613+9.6% | $167,512+24.0% | $142,382+45.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.30% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,626 | $4,349+6.4% | $3,882+19.2% | $4,299+7.6% |
| Participant deferral / active EE | $8,912 | $6,981+27.7% | $6,405+39.2% | $6,507+37.0% |
| Admin fee / account holder | $2,493 | $10,528-76.3% | $9,769-74.5% | $12,624-80.2% |