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 | $328,246 | $189,613+73.1% | $167,512+96.0% | $142,382+130.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.59% | 2024.68%-2011.1pp | 1615.79%-1602.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $10,000 | $4,349+129.9% | $3,882+157.6% | $4,299+132.6% |
| Participant deferral / active EE | $32,250 | $6,981+361.9% | $6,405+403.5% | $6,507+395.6% |
| Admin fee / account holder | $2,326 | $10,528-77.9% | $9,769-76.2% | $12,624-81.6% |