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 | $903,031 | $189,613+376.2% | $167,512+439.1% | $142,382+534.2% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 15.32% | 2024.68%-2009.4pp | 1615.79%-1600.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $24,210 | $4,349+456.7% | $3,882+523.7% | $4,299+463.1% |
| Participant deferral / active EE | $15,144 | $6,981+116.9% | $6,405+136.5% | $6,507+132.7% |
| Admin fee / account holder | $2,342 | $10,528-77.8% | $9,769-76.0% | $12,624-81.4% |