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 | $282,856 | $189,613+49.2% | $167,512+68.9% | $142,382+98.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.56% | 2024.68%-2007.1pp | 1615.79%-1598.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,965 | $4,349+60.2% | $3,882+79.4% | $4,299+62.0% |
| Participant deferral / active EE | $16,426 | $6,981+135.3% | $6,405+156.5% | $6,507+152.4% |
| Admin fee / account holder | $10,752 | $10,528+2.1% | $9,769+10.1% | $12,624-14.8% |