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 | $556,177 | $189,613+193.3% | $167,512+232.0% | $142,382+290.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.86% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $19,332 | $4,349+344.5% | $3,882+398.0% | $4,299+349.7% |
| Participant deferral / active EE | $11,898 | $6,981+70.4% | $6,405+85.8% | $6,507+82.8% |
| Admin fee / account holder | $1,541 | $10,528-85.4% | $9,769-84.2% | $12,624-87.8% |