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 | $348,235 | $189,613+83.7% | $167,512+107.9% | $142,382+144.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.10% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,344 | $4,349-23.1% | $3,882-13.8% | $4,299-22.2% |
| Participant deferral / active EE | $10,628 | $6,981+52.2% | $6,405+65.9% | $6,507+63.3% |
| Admin fee / account holder | $8,062 | $10,528-23.4% | $9,769-17.5% | $12,624-36.1% |