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 | $175,356 | $189,613-7.5% | $167,512+4.7% | $142,382+23.2% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 15.22% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,267 | $4,349-24.9% | $3,882-15.8% | $4,299-24.0% |
| Participant deferral / active EE | $11,284 | $6,981+61.6% | $6,405+76.2% | $6,507+73.4% |
| Admin fee / account holder | $790 | $10,528-92.5% | $9,769-91.9% | $12,624-93.7% |