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 | $361,469 | $189,613+90.6% | $167,512+115.8% | $142,382+153.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.90% | 2024.68%-2013.8pp | 1615.79%-1604.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,373 | $4,349-45.4% | $3,882-38.9% | $4,299-44.8% |
| Participant deferral / active EE | $9,224 | $6,981+32.1% | $6,405+44.0% | $6,507+41.8% |
| Admin fee / account holder | $23,294 | $10,528+121.3% | $9,769+138.5% | $12,624+84.5% |