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 | $1,518,899 | $189,613+701.1% | $167,512+806.7% | $142,382+966.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.11% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $19,635 | $4,349+351.5% | $3,882+405.9% | $4,299+356.7% |
| Participant deferral / active EE | $33,740 | $6,981+383.3% | $6,405+426.8% | $6,507+418.5% |
| Admin fee / account holder | $221,478 | $10,528+2003.7% | $9,769+2167.2% | $12,624+1654.5% |