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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $460,923 | $189,613+143.1% | $167,512+175.2% | $142,382+223.7% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 14.97% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,542 | $4,349-41.5% | $3,882-34.5% | $4,299-40.9% |
| Participant deferral / active EE | $17,458 | $6,981+150.1% | $6,405+172.6% | $6,507+168.3% |
| Admin fee / account holder | $439 | $10,528-95.8% | $9,769-95.5% | $12,624-96.5% |