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 | $192,126 | $189,613+1.3% | $167,512+14.7% | $142,382+34.9% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 16.17% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,460 | $4,349-20.5% | $3,882-10.9% | $4,299-19.5% |
| Participant deferral / active EE | $11,898 | $6,981+70.4% | $6,405+85.8% | $6,507+82.8% |
| Admin fee / account holder | $3,240 | $10,528-69.2% | $9,769-66.8% | $12,624-74.3% |