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 | $200,579 | $189,613+5.8% | $167,512+19.7% | $142,382+40.9% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.1%+17.7pp | 80.1%+14.6pp |
| Annual return | 10.34% | 2024.68%-2014.3pp | 1615.79%-1605.4pp | 217.08%-206.7pp |
| Employer contribution / active EE | $6,073 | $4,349+39.6% | $3,882+56.5% | $4,299+41.3% |
| Participant deferral / active EE | $11,887 | $6,981+70.3% | $6,405+85.6% | $6,507+82.7% |
| Admin fee / account holder | $71,731 | $10,528+581.3% | $9,769+634.3% | $12,624+468.2% |