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 | $372,863 | $189,613+96.6% | $167,512+122.6% | $142,382+161.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.94% | 2024.68%-1998.7pp | 1615.79%-1589.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $7,099 | $4,349+63.2% | $3,882+82.9% | $4,299+65.1% |
| Participant deferral / active EE | $19,500 | $6,981+179.3% | $6,405+204.5% | $6,507+199.7% |
| Admin fee / account holder | $1,092 | $10,528-89.6% | $9,769-88.8% | $12,624-91.4% |