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 6-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 | $310,573 | $189,613+63.8% | $167,512+85.4% | $142,382+118.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 14.67% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $14,874 | $4,349+242.0% | $3,882+283.2% | $4,299+246.0% |
| Participant deferral / active EE | $27,702 | $6,981+296.8% | $6,405+332.5% | $6,507+325.7% |
| Admin fee / account holder | $46,520 | $10,528+341.9% | $9,769+376.2% | $12,624+268.5% |