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 5-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 | $490,042 | $189,613+158.4% | $167,512+192.5% | $142,382+244.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 15.68% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,821 | $4,349+10.9% | $3,882+24.2% | $4,299+12.1% |
| Participant deferral / active EE | $13,452 | $6,981+92.7% | $6,405+110.0% | $6,507+106.7% |
| Admin fee / account holder | $21,157 | $10,528+101.0% | $9,769+116.6% | $12,624+67.6% |