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 | $832,830 | $189,613+339.2% | $167,512+397.2% | $142,382+484.9% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 15.60% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $10,699 | $4,349+146.0% | $3,882+175.6% | $4,299+148.9% |
| Participant deferral / active EE | $15,965 | $6,981+128.7% | $6,405+149.3% | $6,507+145.3% |
| Admin fee / account holder | $117,785 | $10,528+1018.8% | $9,769+1105.7% | $12,624+833.0% |