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 | $250,600 | $189,613+32.2% | $167,512+49.6% | $142,382+76.0% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 16.27% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,349 | $4,349-46.0% | $3,882-39.5% | $4,299-45.4% |
| Participant deferral / active EE | $7,419 | $6,981+6.3% | $6,405+15.8% | $6,507+14.0% |
| Admin fee / account holder | $2,886 | $10,528-72.6% | $9,769-70.5% | $12,624-77.1% |