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 | $250,995 | $49,173+410.4% | $121,098+107.3% | $75,163+233.9% |
| Participation rate | 92.9% | 55.4%+37.5pp | 69.5%+23.4pp | 67.2%+25.7pp |
| Annual return | 25.30% | 55.99%-30.7pp | 985.75%-960.4pp | 160.62%-135.3pp |
| Employer contribution / active EE | $6,717 | $1,546+334.6% | $4,164+61.3% | $2,670+151.6% |
| Participant deferral / active EE | $5,534 | $2,628+110.6% | $4,080+35.7% | $4,125+34.2% |
| Admin fee / account holder | $2,912 | $3,942-26.1% | $5,644-48.4% | $5,651-48.5% |