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 | $405,715 | $189,613+114.0% | $167,512+142.2% | $142,382+184.9% |
| Participation rate | 76.2% | 80.1%-3.9pp | 77.1%-0.9pp | 80.1%-3.9pp |
| Annual return | 17.77% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,946 | $4,349-9.3% | $3,882+1.7% | $4,299-8.2% |
| Participant deferral / active EE | $11,172 | $6,981+60.0% | $6,405+74.4% | $6,507+71.7% |
| Admin fee / account holder | $15,393 | $10,528+46.2% | $9,769+57.6% | $12,624+21.9% |