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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $674,125 | $189,613+255.5% | $167,512+302.4% | $142,382+373.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 5.11% | 2024.68%-2019.6pp | 1615.79%-1610.7pp | 217.08%-212.0pp |
| Employer contribution / active EE | $23,250 | $4,349+434.6% | $3,882+499.0% | $4,299+440.8% |
| Participant deferral / active EE | $11,750 | $6,981+68.3% | $6,405+83.5% | $6,507+80.6% |
| Admin fee / account holder | $400 | $10,528-96.2% | $9,769-95.9% | $12,624-96.8% |