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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,784 | $189,613+43.3% | $167,512+62.2% | $142,382+90.9% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.1%-3.7pp | 80.1%-6.8pp |
| Annual return | 14.28% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,058 | $4,349-52.7% | $3,882-47.0% | $4,299-52.1% |
| Participant deferral / active EE | $6,982 | $6,9810% | $6,405+9.0% | $6,507+7.3% |
| Admin fee / account holder | $6,377 | $10,528-39.4% | $9,769-34.7% | $12,624-49.5% |