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 8-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 | $274,125 | $189,613+44.6% | $167,512+63.6% | $142,382+92.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.97% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $22,719 | $4,349+422.4% | $3,882+485.3% | $4,299+428.5% |
| Participant deferral / active EE | $30,996 | $6,981+344.0% | $6,405+384.0% | $6,507+376.3% |
| Admin fee / account holder | $1,671 | $10,528-84.1% | $9,769-82.9% | $12,624-86.8% |