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 | $332,762 | $150,440+121.2% | $136,294+144.2% | $147,584+125.5% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 19.22% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $8,540 | $5,256+62.5% | $4,695+81.9% | $4,876+75.1% |
| Participant deferral / active EE | $16,768 | $6,630+152.9% | $6,247+168.4% | $5,439+208.3% |
| Admin fee / account holder | $106,495 | $10,905+876.5% | $9,243+1052.1% | $10,885+878.3% |