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 8-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 | $186,828 | $189,613-1.5% | $167,512+11.5% | $142,382+31.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.10% | 2024.68%-2003.6pp | 1615.79%-1594.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $11,543 | $4,349+165.4% | $3,882+197.4% | $4,299+168.5% |
| Participant deferral / active EE | $13,879 | $6,981+98.8% | $6,405+116.7% | $6,507+113.3% |
| Admin fee / account holder | $31,762 | $10,528+201.7% | $9,769+225.1% | $12,624+151.6% |