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 4-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 | $201,730 | $189,613+6.4% | $167,512+20.4% | $142,382+41.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.64% | 2024.68%-1999.0pp | 1615.79%-1590.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $30,907 | $4,349+610.7% | $3,882+696.3% | $4,299+618.9% |
| Participant deferral / active EE | $11,750 | $6,981+68.3% | $6,405+83.5% | $6,507+80.6% |
| Admin fee / account holder | $1,194 | $10,528-88.7% | $9,769-87.8% | $12,624-90.5% |