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 | $231,684 | $189,613+22.2% | $167,512+38.3% | $142,382+62.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.49% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,353 | $4,349+0.1% | $3,882+12.1% | $4,299+1.3% |
| Participant deferral / active EE | $13,577 | $6,981+94.5% | $6,405+112.0% | $6,507+108.6% |
| Admin fee / account holder | $6,718 | $10,528-36.2% | $9,769-31.2% | $12,624-46.8% |