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 | $1,581,448 | $189,613+734.0% | $167,512+844.1% | $142,382+1010.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.59% | 2024.68%-2014.1pp | 1615.79%-1605.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $6,500 | $4,349+49.5% | $3,882+67.5% | $4,299+51.2% |
| Participant deferral / active EE | $15,933 | $6,981+128.2% | $6,405+148.8% | $6,507+144.9% |
| Admin fee / account holder | $352,506 | $10,528+3248.2% | $9,769+3508.4% | $12,624+2692.4% |