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 | $366,810 | $189,613+93.5% | $167,512+119.0% | $142,382+157.6% |
| 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 | $4,376 | $4,349+0.6% | $3,882+12.7% | $4,299+1.8% |
| Participant deferral / active EE | $18,806 | $6,981+169.4% | $6,405+193.6% | $6,507+189.0% |
| Admin fee / account holder | $3,924 | $10,528-62.7% | $9,769-59.8% | $12,624-68.9% |