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 | $585,227 | $189,613+208.6% | $167,512+249.4% | $142,382+311.0% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 12.87% | 2024.68%-2011.8pp | 1615.79%-1602.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,874 | $4,349-10.9% | $3,882-0.2% | $4,299-9.9% |
| Participant deferral / active EE | $6,483 | $6,981-7.1% | $6,405+1.2% | $6,507-0.4% |
| Admin fee / account holder | $1,593 | $10,528-84.9% | $9,769-83.7% | $12,624-87.4% |