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 | $675,775 | $189,613+256.4% | $167,512+303.4% | $142,382+374.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.64% | 2024.68%-2009.0pp | 1615.79%-1600.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $28,589 | $4,349+557.4% | $3,882+636.5% | $4,299+565.0% |
| Participant deferral / active EE | $2,594 | $6,981-62.8% | $6,405-59.5% | $6,507-60.1% |
| Admin fee / account holder | $5,449 | $10,528-48.2% | $9,769-44.2% | $12,624-56.8% |