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 | $126,523 | $189,613-33.3% | $167,512-24.5% | $142,382-11.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.49% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $12,751 | $4,349+193.2% | $3,882+228.5% | $4,299+196.6% |
| Participant deferral / active EE | $11,933 | $6,981+70.9% | $6,405+86.3% | $6,507+83.4% |
| Admin fee / account holder | $432,085 | $10,528+4004.1% | $9,769+4323.0% | $12,624+3322.8% |