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 | $457,865 | $189,613+141.5% | $167,512+173.3% | $142,382+221.6% |
| Participation rate | 78.9% | 80.1%-1.2pp | 77.1%+1.9pp | 80.1%-1.2pp |
| Annual return | 14.66% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,505 | $4,349-65.4% | $3,882-61.2% | $4,299-65.0% |
| Participant deferral / active EE | $15,768 | $6,981+125.9% | $6,405+146.2% | $6,507+142.3% |
| Admin fee / account holder | $111,416 | $10,528+958.3% | $9,769+1040.5% | $12,624+782.6% |