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 | $849,259 | $189,613+347.9% | $167,512+407.0% | $142,382+496.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.73% | 2024.68%-2000.0pp | 1615.79%-1591.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $38,710 | $4,349+790.1% | $3,882+897.3% | $4,299+800.4% |
| Participant deferral / active EE | $20,667 | $6,981+196.0% | $6,405+222.7% | $6,507+217.6% |
| Admin fee / account holder | $3,077 | $10,528-70.8% | $9,769-68.5% | $12,624-75.6% |