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 9-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 | $315,879 | $189,613+66.6% | $167,512+88.6% | $142,382+121.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 37.87% | 2024.68%-1986.8pp | 1615.79%-1577.9pp | 217.08%-179.2pp |
| Employer contribution / active EE | $1,080 | $4,349-75.2% | $3,882-72.2% | $4,299-74.9% |
| Participant deferral / active EE | $10,565 | $6,981+51.3% | $6,405+65.0% | $6,507+62.4% |
| Admin fee / account holder | $6,067 | $10,528-42.4% | $9,769-37.9% | $12,624-51.9% |