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 | $276,017 | $75,828+264.0% | $147,614+87.0% | $59,632+362.9% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | 1.29% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $6,931 | $3,485+98.9% | $5,564+24.6% | $2,203+214.7% |
| Participant deferral / active EE | $4,126 | $3,130+31.8% | $4,895-15.7% | $3,192+29.3% |
| Admin fee / account holder | $8,846 | $5,985+47.8% | $11,611-23.8% | $4,297+105.9% |