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 | $384,561 | $189,613+102.8% | $167,512+129.6% | $142,382+170.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $19,071 | $4,349+338.5% | $3,882+391.3% | $4,299+343.6% |
| Participant deferral / active EE | $12,743 | $6,981+82.5% | $6,405+99.0% | $6,507+95.8% |
| Admin fee / account holder | $19,303 | $10,528+83.3% | $9,769+97.6% | $12,624+52.9% |