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 | $821,538 | $189,613+333.3% | $167,512+390.4% | $142,382+477.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.85% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $6,035 | $4,349+38.8% | $3,882+55.5% | $4,299+40.4% |
| Participant deferral / active EE | $16,122 | $6,981+130.9% | $6,405+151.7% | $6,507+147.8% |
| Admin fee / account holder | $7,555 | $10,528-28.2% | $9,769-22.7% | $12,624-40.1% |