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 | $255,221 | $189,613+34.6% | $167,512+52.4% | $142,382+79.3% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 10.40% | 2024.68%-2014.3pp | 1615.79%-1605.4pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,584 | $4,349-17.6% | $3,882-7.7% | $4,299-16.6% |
| Participant deferral / active EE | $9,768 | $6,981+39.9% | $6,405+52.5% | $6,507+50.1% |
| Admin fee / account holder | $97,860 | $10,528+829.5% | $9,769+901.7% | $12,624+675.2% |