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 | $871,898 | $189,613+359.8% | $167,512+420.5% | $142,382+512.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.55% | 2024.68%-2005.1pp | 1615.79%-1596.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,243 | $4,349-48.4% | $3,882-42.2% | $4,299-47.8% |
| Participant deferral / active EE | $10,379 | $6,981+48.7% | $6,405+62.1% | $6,507+59.5% |
| Admin fee / account holder | $64,434 | $10,528+512.0% | $9,769+559.6% | $12,624+410.4% |