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 | $287,434 | $189,613+51.6% | $167,512+71.6% | $142,382+101.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 12.81% | 2024.68%-2011.9pp | 1615.79%-1603.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,185 | $4,349+42.2% | $3,882+59.3% | $4,299+43.9% |
| Participant deferral / active EE | $3,648 | $6,981-47.7% | $6,405-43.0% | $6,507-43.9% |
| Admin fee / account holder | $18,774 | $10,528+78.3% | $9,769+92.2% | $12,624+48.7% |