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 | $233,411 | $189,613+23.1% | $167,512+39.3% | $142,382+63.9% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 12.81% | 2024.68%-2011.9pp | 1615.79%-1603.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,912 | $4,349+12.9% | $3,882+26.5% | $4,299+14.3% |
| Participant deferral / active EE | $12,038 | $6,981+72.4% | $6,405+88.0% | $6,507+85.0% |
| Admin fee / account holder | $147,209 | $10,528+1298.2% | $9,769+1406.9% | $12,624+1066.1% |