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 | $514,504 | $189,613+171.3% | $167,512+207.1% | $142,382+261.4% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 11.52% | 2024.68%-2013.2pp | 1615.79%-1604.3pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,651 | $4,349-16.0% | $3,882-5.9% | $4,299-15.1% |
| Participant deferral / active EE | $7,621 | $6,981+9.2% | $6,405+19.0% | $6,507+17.1% |
| Admin fee / account holder | $17,231 | $10,528+63.7% | $9,769+76.4% | $12,624+36.5% |