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 | $468,044 | $189,613+146.8% | $167,512+179.4% | $142,382+228.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.32% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,783 | $4,349+10.0% | $3,882+23.2% | $4,299+11.2% |
| Participant deferral / active EE | $17,155 | $6,981+145.7% | $6,405+167.8% | $6,507+163.6% |
| Admin fee / account holder | $2,944 | $10,528-72.0% | $9,769-69.9% | $12,624-76.7% |