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 | $243,996 | $189,613+28.7% | $167,512+45.7% | $142,382+71.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 22.75% | 2024.68%-2001.9pp | 1615.79%-1593.0pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,823 | $4,349-12.1% | $3,882-1.5% | $4,299-11.1% |
| Participant deferral / active EE | $10,786 | $6,981+54.5% | $6,405+68.4% | $6,507+65.8% |
| Admin fee / account holder | $874 | $10,528-91.7% | $9,769-91.1% | $12,624-93.1% |