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 | $646,874 | $189,613+241.2% | $167,512+286.2% | $142,382+354.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.95% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $14,604 | $4,349+235.8% | $3,882+276.2% | $4,299+239.7% |
| Participant deferral / active EE | $16,413 | $6,981+135.1% | $6,405+156.3% | $6,507+152.2% |
| Admin fee / account holder | $1,267 | $10,528-88.0% | $9,769-87.0% | $12,624-90.0% |