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 | $207,056 | $189,613+9.2% | $167,512+23.6% | $142,382+45.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 15.00% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $16,285 | $4,349+274.5% | $3,882+319.5% | $4,299+278.8% |
| Participant deferral / active EE | $2,591 | $6,981-62.9% | $6,405-59.5% | $6,507-60.2% |
| Admin fee / account holder | $304,724 | $10,528+2794.4% | $9,769+3019.3% | $12,624+2313.9% |