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 | $268,545 | $202,318+32.7% | $172,739+55.5% | $152,861+75.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.16% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $5,452 | $5,856-6.9% | $5,143+6.0% | $4,762+14.5% |
| Participant deferral / active EE | $9,525 | $5,948+60.1% | $5,198+83.3% | $5,850+62.8% |
| Admin fee / account holder | $5,100 | $17,109-70.2% | $13,954-63.5% | $11,596-56.0% |