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 | $518,828 | $88,751+484.6% | $81,812+534.2% | $145,922+255.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 17.32% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $10,752 | $3,083+248.7% | $2,912+269.2% | $4,660+130.7% |
| Participant deferral / active EE | $12,206 | $4,643+162.9% | $4,319+182.6% | $6,688+82.5% |
| Admin fee / account holder | $467 | $8,415-94.5% | $7,386-93.7% | $13,397-96.5% |