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 | $321,425 | $150,440+113.7% | $136,294+135.8% | $147,584+117.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.25% | 1049.08%-1025.8pp | 5155.94%-5132.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $14,168 | $5,256+169.5% | $4,695+201.7% | $4,876+190.5% |
| Participant deferral / active EE | $6,915 | $6,630+4.3% | $6,247+10.7% | $5,439+27.1% |
| Admin fee / account holder | $13,479 | $10,905+23.6% | $9,243+45.8% | $10,885+23.8% |