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 | $855,743 | $189,613+351.3% | $167,512+410.9% | $142,382+501.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.47% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $16,333 | $4,349+275.6% | $3,882+320.8% | $4,299+279.9% |
| Participant deferral / active EE | $3,667 | $6,981-47.5% | $6,405-42.7% | $6,507-43.7% |
| Admin fee / account holder | $34,515 | $10,528+227.8% | $9,769+253.3% | $12,624+173.4% |