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.)
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 | $487,902 | $189,613+157.3% | $167,512+191.3% | $142,382+242.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.32% | 2024.68%-2017.4pp | 1615.79%-1608.5pp | 217.08%-209.8pp |
| Employer contribution / active EE | $12,762 | $4,349+193.4% | $3,882+228.8% | $4,299+196.8% |
| Participant deferral / active EE | $13,068 | $6,981+87.2% | $6,405+104.0% | $6,507+100.8% |
| Admin fee / account holder | $22,295 | $10,528+111.8% | $9,769+128.2% | $12,624+76.6% |