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 3-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 | $551,693 | $189,613+191.0% | $167,512+229.3% | $142,382+287.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.83% | 2024.68%-2005.8pp | 1615.79%-1597.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $43,499 | $4,349+900.2% | $3,882+1020.7% | $4,299+911.8% |
| Participant deferral / active EE | $23,000 | $6,981+229.5% | $6,405+259.1% | $6,507+253.5% |
| Admin fee / account holder | $3,909 | $10,528-62.9% | $9,769-60.0% | $12,624-69.0% |