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 | $362,048 | $171,865+110.7% | $149,718+141.8% | $147,584+145.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.72% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $21,440 | $6,275+241.7% | $5,445+293.8% | $4,876+339.7% |
| Participant deferral / active EE | $13,676 | $7,271+88.1% | $6,569+108.2% | $5,439+151.5% |
| Admin fee / account holder | $4,510 | $13,799-67.3% | $11,283-60.0% | $10,885-58.6% |