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 | $511,852 | $189,613+169.9% | $167,512+205.6% | $142,382+259.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.48% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,599 | $4,349+5.8% | $3,882+18.5% | $4,299+7.0% |
| Participant deferral / active EE | $17,542 | $6,981+151.3% | $6,405+173.9% | $6,507+169.6% |
| Admin fee / account holder | $12,666 | $10,528+20.3% | $9,769+29.7% | $12,624+0.3% |