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 | $260,900 | $189,613+37.6% | $167,512+55.8% | $142,382+83.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.11% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $9,305 | $4,349+114.0% | $3,882+139.7% | $4,299+116.4% |
| Participant deferral / active EE | $23,500 | $6,981+236.6% | $6,405+266.9% | $6,507+261.1% |
| Admin fee / account holder | $120,255 | $10,528+1042.2% | $9,769+1131.0% | $12,624+852.6% |