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 | $279,251 | $202,318+38.0% | $172,739+61.7% | $152,861+82.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.73% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $8,932 | $5,856+52.5% | $5,143+73.7% | $4,762+87.5% |
| Participant deferral / active EE | $4,881 | $5,948-17.9% | $5,198-6.1% | $5,850-16.6% |
| Admin fee / account holder | $109,060 | $17,109+537.5% | $13,954+681.6% | $11,596+840.5% |