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 | $203,982 | $189,613+7.6% | $167,512+21.8% | $142,382+43.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.03% | 2024.68%-1999.7pp | 1615.79%-1590.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $12,547 | $4,349+188.5% | $3,882+223.2% | $4,299+191.8% |
| Participant deferral / active EE | $14,319 | $6,981+105.1% | $6,405+123.6% | $6,507+120.0% |
| Admin fee / account holder | $3,485 | $10,528-66.9% | $9,769-64.3% | $12,624-72.4% |