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 | $357,682 | $171,865+108.1% | $149,718+138.9% | $147,584+142.4% |
| Participation rate | 95.7% | 88.2%+7.5pp | 87.1%+8.6pp | 82.8%+12.8pp |
| Annual return | 18.57% | 2113.22%-2094.6pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,457 | $6,275-13.0% | $5,445+0.2% | $4,876+11.9% |
| Participant deferral / active EE | $8,773 | $7,271+20.7% | $6,569+33.6% | $5,439+61.3% |
| Admin fee / account holder | $6,480 | $13,799-53.0% | $11,283-42.6% | $10,885-40.5% |