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 | $1,070,582 | $189,613+464.6% | $167,512+539.1% | $142,382+651.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.37% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $13,862 | $4,349+218.8% | $3,882+257.1% | $4,299+222.4% |
| Participant deferral / active EE | $13,802 | $6,981+97.7% | $6,405+115.5% | $6,507+112.1% |
| Admin fee / account holder | $121,577 | $10,528+1054.8% | $9,769+1144.5% | $12,624+863.1% |