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 4-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 | $300,789 | $189,613+58.6% | $167,512+79.6% | $142,382+111.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.00% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $21,171 | $4,349+386.8% | $3,882+445.4% | $4,299+392.5% |
| Participant deferral / active EE | $12,800 | $6,981+83.3% | $6,405+99.9% | $6,507+96.7% |
| Admin fee / account holder | $2,585 | $10,528-75.4% | $9,769-73.5% | $12,624-79.5% |