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 | $318,187 | $209,832+51.6% | $189,513+67.9% | $167,490+90.0% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 10.49% | 748.27%-737.8pp | 555.15%-544.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,851 | $6,914-44.3% | $6,162-37.5% | $4,837-20.4% |
| Participant deferral / active EE | $6,018 | $8,935-32.6% | $8,221-26.8% | $6,341-5.1% |
| Admin fee / account holder | $1,784 | $14,293-87.5% | $12,045-85.2% | $12,309-85.5% |