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 | $371,302 | $189,613+95.8% | $167,512+121.7% | $142,382+160.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.48% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,601 | $4,349+51.8% | $3,882+70.1% | $4,299+53.5% |
| Participant deferral / active EE | $15,157 | $6,981+117.1% | $6,405+136.7% | $6,507+132.9% |
| Admin fee / account holder | $2,214 | $10,528-79.0% | $9,769-77.3% | $12,624-82.5% |