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 | $322,635 | $189,613+70.2% | $167,512+92.6% | $142,382+126.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 10.89% | 2024.68%-2013.8pp | 1615.79%-1604.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,158 | $4,349-4.4% | $3,882+7.1% | $4,299-3.3% |
| Participant deferral / active EE | $15,039 | $6,981+115.4% | $6,405+134.8% | $6,507+131.1% |
| Admin fee / account holder | $53,563 | $10,528+408.8% | $9,769+448.3% | $12,624+324.3% |