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 5-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 | $185,498 | $189,613-2.2% | $167,512+10.7% | $142,382+30.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.47% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $10,944 | $4,349+151.7% | $3,882+182.0% | $4,299+154.6% |
| Participant deferral / active EE | $11,611 | $6,981+66.3% | $6,405+81.3% | $6,507+78.4% |
| Admin fee / account holder | $1,018 | $10,528-90.3% | $9,769-89.6% | $12,624-91.9% |