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 | $698,942 | $110,261+533.9% | $95,745+630.0% | $139,434+401.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 388.46% | 27.11%+361.4pp | 28.35%+360.1pp | 372.94%+15.5pp |
| Employer contribution / active EE | $3,136 | $3,257-3.7% | $2,835+10.7% | $4,751-34.0% |
| Participant deferral / active EE | $15,862 | $4,676+239.2% | $4,245+273.7% | $6,710+136.4% |
| Admin fee / account holder | $4,107 | $6,613-37.9% | $5,678-27.7% | $11,403-64.0% |