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 | $278,864 | $189,613+47.1% | $167,512+66.5% | $142,382+95.9% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 22.04% | 2024.68%-2002.6pp | 1615.79%-1593.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,016 | $4,349-30.6% | $3,882-22.3% | $4,299-29.8% |
| Participant deferral / active EE | $7,121 | $6,981+2.0% | $6,405+11.2% | $6,507+9.4% |
| Admin fee / account holder | $19,547 | $10,528+85.7% | $9,769+100.1% | $12,624+54.8% |