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 | $466,913 | $189,613+146.2% | $167,512+178.7% | $142,382+227.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 17.49% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,271 | $4,349-24.8% | $3,882-15.7% | $4,299-23.9% |
| Participant deferral / active EE | $16,527 | $6,981+136.7% | $6,405+158.1% | $6,507+154.0% |
| Admin fee / account holder | $3,995 | $10,528-62.1% | $9,769-59.1% | $12,624-68.4% |