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 | $265,212 | $150,440+76.3% | $136,294+94.6% | $147,584+79.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.97% | 1049.08%-1020.1pp | 5155.94%-5127.0pp | 578.55%-549.6pp |
| Employer contribution / active EE | $17,200 | $5,256+227.2% | $4,695+266.3% | $4,876+252.7% |
| Participant deferral / active EE | $16,883 | $6,630+154.6% | $6,247+170.2% | $5,439+210.4% |
| Admin fee / account holder | $24,351 | $10,905+123.3% | $9,243+163.4% | $10,885+123.7% |