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 | $294,460 | $150,440+95.7% | $136,294+116.0% | $147,584+99.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 153.52% | 1049.08%-895.6pp | 5155.94%-5002.4pp | 578.55%-425.0pp |
| Employer contribution / active EE | $2,539 | $5,256-51.7% | $4,695-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $7,985 | $6,630+20.4% | $6,247+27.8% | $5,439+46.8% |
| Admin fee / account holder | $3,373 | $10,905-69.1% | $9,243-63.5% | $10,885-69.0% |