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 | $610,662 | $189,613+222.1% | $167,512+264.5% | $142,382+328.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.22% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $14,643 | $4,349+236.7% | $3,882+277.3% | $4,299+240.6% |
| Participant deferral / active EE | $12,162 | $6,981+74.2% | $6,405+89.9% | $6,507+86.9% |
| Admin fee / account holder | $137,697 | $10,528+1207.9% | $9,769+1309.5% | $12,624+990.8% |