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 7-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 | $191,500 | $189,613+1.0% | $167,512+14.3% | $142,382+34.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.91% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $13,279 | $4,349+205.3% | $3,882+242.1% | $4,299+208.9% |
| Participant deferral / active EE | $12,536 | $6,981+79.6% | $6,405+95.7% | $6,507+92.6% |
| Admin fee / account holder | $916 | $10,528-91.3% | $9,769-90.6% | $12,624-92.7% |