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 | $236,234 | $189,613+24.6% | $167,512+41.0% | $142,382+65.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.07% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,857 | $4,349+103.7% | $3,882+128.2% | $4,299+106.0% |
| Participant deferral / active EE | $9,709 | $6,981+39.1% | $6,405+51.6% | $6,507+49.2% |
| Admin fee / account holder | $8,833 | $10,528-16.1% | $9,769-9.6% | $12,624-30.0% |