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 | $282,680 | $202,318+39.7% | $172,739+63.6% | $152,861+84.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.77% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,279 | $5,856-44.0% | $5,143-36.2% | $4,762-31.1% |
| Participant deferral / active EE | $3,788 | $5,948-36.3% | $5,198-27.1% | $5,850-35.3% |
| Admin fee / account holder | $1,089 | $17,109-93.6% | $13,954-92.2% | $11,596-90.6% |