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 5-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 | $257,582 | $156,846+64.2% | $121,098+112.7% | $139,434+84.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.79% | 1474.56%-1451.8pp | 985.75%-963.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $4,600 | $5,536-16.9% | $4,164+10.5% | $4,751-3.2% |
| Participant deferral / active EE | $15,000 | $4,844+209.6% | $4,080+267.7% | $6,710+123.5% |
| Admin fee / account holder | $655 | $6,946-90.6% | $5,644-88.4% | $11,403-94.3% |