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 | $157,255 | $189,613-17.1% | $167,512-6.1% | $142,382+10.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.60% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $8,350 | $4,349+92.0% | $3,882+115.1% | $4,299+94.2% |
| Participant deferral / active EE | $8,890 | $6,981+27.3% | $6,405+38.8% | $6,507+36.6% |
| Admin fee / account holder | $560 | $10,528-94.7% | $9,769-94.3% | $12,624-95.6% |