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 | $355,411 | $189,613+87.4% | $167,512+112.2% | $142,382+149.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.19% | 2024.68%-2014.5pp | 1615.79%-1605.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,216 | $4,349-72.1% | $3,882-68.7% | $4,299-71.7% |
| Participant deferral / active EE | $13,422 | $6,981+92.3% | $6,405+109.6% | $6,507+106.3% |
| Admin fee / account holder | $1,934 | $10,528-81.6% | $9,769-80.2% | $12,624-84.7% |