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 | $309,434 | $189,613+63.2% | $167,512+84.7% | $142,382+117.3% |
| Participation rate | 84.2% | 80.1%+4.1pp | 77.1%+7.2pp | 80.1%+4.1pp |
| Annual return | 15.59% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,955 | $4,349-9.0% | $3,882+1.9% | $4,299-8.0% |
| Participant deferral / active EE | $9,917 | $6,981+42.0% | $6,405+54.8% | $6,507+52.4% |
| Admin fee / account holder | $1,316 | $10,528-87.5% | $9,769-86.5% | $12,624-89.6% |