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 | $253,195 | $189,613+33.5% | $167,512+51.2% | $142,382+77.8% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 17.77% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,153 | $4,349+18.5% | $3,882+32.8% | $4,299+19.9% |
| Participant deferral / active EE | $26,429 | $6,981+278.6% | $6,405+312.7% | $6,507+306.1% |
| Admin fee / account holder | $71,107 | $10,528+575.4% | $9,769+627.9% | $12,624+463.3% |