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 | $288,400 | $189,613+52.1% | $167,512+72.2% | $142,382+102.6% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 12.70% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $23,263 | $4,349+434.9% | $3,882+499.3% | $4,299+441.1% |
| Participant deferral / active EE | $7,579 | $6,981+8.6% | $6,405+18.3% | $6,507+16.5% |
| Admin fee / account holder | $22,543 | $10,528+114.1% | $9,769+130.8% | $12,624+78.6% |