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 | $278,414 | $109,817+153.5% | $98,442+182.8% | $167,490+66.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 53.95% | 1956.69%-1902.7pp | 1492.73%-1438.8pp | 478.56%-424.6pp |
| Employer contribution / active EE | $9,367 | $3,224+190.6% | $2,960+216.5% | $4,837+93.6% |
| Participant deferral / active EE | $5,862 | $4,673+25.4% | $4,276+37.1% | $6,341-7.6% |
| Admin fee / account holder | $1,530 | $6,753-77.3% | $5,949-74.3% | $12,309-87.6% |