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 | $366,511 | $189,613+93.3% | $167,512+118.8% | $142,382+157.4% |
| Participation rate | 82.4% | 80.1%+2.2pp | 77.1%+5.3pp | 80.1%+2.2pp |
| Annual return | 12.47% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,129 | $4,349-74.0% | $3,882-70.9% | $4,299-73.7% |
| Participant deferral / active EE | $7,631 | $6,981+9.3% | $6,405+19.2% | $6,507+17.3% |
| Admin fee / account holder | $7,440 | $10,528-29.3% | $9,769-23.8% | $12,624-41.1% |