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 8-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 | $2,029,895 | $189,613+970.5% | $167,512+1111.8% | $142,382+1325.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.34% | 2024.68%-2008.3pp | 1615.79%-1599.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $11,954 | $4,349+174.9% | $3,882+208.0% | $4,299+178.1% |
| Participant deferral / active EE | $28,500 | $6,981+308.2% | $6,405+345.0% | $6,507+338.0% |
| Admin fee / account holder | $18,587 | $10,528+76.5% | $9,769+90.3% | $12,624+47.2% |