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 | $333,875 | $189,613+76.1% | $167,512+99.3% | $142,382+134.5% |
| Participation rate | 76.9% | 80.1%-3.2pp | 77.1%-0.1pp | 80.1%-3.2pp |
| Annual return | 10.55% | 2024.68%-2014.1pp | 1615.79%-1605.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,899 | $4,349-10.4% | $3,882+0.4% | $4,299-9.3% |
| Participant deferral / active EE | $12,600 | $6,981+80.5% | $6,405+96.7% | $6,507+93.6% |
| Admin fee / account holder | $116,563 | $10,528+1007.1% | $9,769+1093.2% | $12,624+823.4% |