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 | $667,937 | $96,305+593.6% | $80,569+729.0% | $139,434+379.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.72% | 1350.08%-1325.4pp | 935.43%-910.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $18,000 | $3,262+451.8% | $2,723+560.9% | $4,751+278.9% |
| Participant deferral / active EE | $30,000 | $5,232+473.4% | $4,447+574.5% | $6,710+347.1% |
| Admin fee / account holder | $3,646 | $6,599-44.8% | $5,377-32.2% | $11,403-68.0% |