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 | $404,146 | $189,613+113.1% | $167,512+141.3% | $142,382+183.8% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.1%+17.4pp | 80.1%+14.3pp |
| Annual return | 16.39% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,449 | $4,349-20.7% | $3,882-11.1% | $4,299-19.8% |
| Participant deferral / active EE | $11,925 | $6,981+70.8% | $6,405+86.2% | $6,507+83.3% |
| Admin fee / account holder | $7,176 | $10,528-31.8% | $9,769-26.5% | $12,624-43.2% |