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 | $269,184 | $189,613+42.0% | $167,512+60.7% | $142,382+89.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 12.45% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,872 | $4,349-57.0% | $3,882-51.8% | $4,299-56.5% |
| Participant deferral / active EE | $7,690 | $6,981+10.1% | $6,405+20.1% | $6,507+18.2% |
| Admin fee / account holder | $2,205 | $10,528-79.1% | $9,769-77.4% | $12,624-82.5% |