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 3-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 | $242,259 | $189,613+27.8% | $167,512+44.6% | $142,382+70.1% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 13.45% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,777 | $4,349+9.8% | $3,882+23.1% | $4,299+11.1% |
| Participant deferral / active EE | $10,771 | $6,981+54.3% | $6,405+68.2% | $6,507+65.5% |
| Admin fee / account holder | $5,242 | $10,528-50.2% | $9,769-46.3% | $12,624-58.5% |