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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,949 | $189,613+141.0% | $167,512+172.8% | $142,382+220.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.18% | 2024.68%-2015.5pp | 1615.79%-1606.6pp | 217.08%-207.9pp |
| Employer contribution / active EE | $24,885 | $4,349+472.2% | $3,882+541.1% | $4,299+478.8% |
| Participant deferral / active EE | $15,500 | $6,981+122.0% | $6,405+142.0% | $6,507+138.2% |
| Admin fee / account holder | $21,491 | $10,528+104.1% | $9,769+120.0% | $12,624+70.2% |