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 | $335,311 | $88,751+277.8% | $81,812+309.9% | $145,922+129.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.35% | 1025.40%-1014.1pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $6,752 | $3,083+119.0% | $2,912+131.8% | $4,660+44.9% |
| Participant deferral / active EE | $1,964 | $4,643-57.7% | $4,319-54.5% | $6,688-70.6% |
| Admin fee / account holder | $2,720 | $8,415-67.7% | $7,386-63.2% | $13,397-79.7% |