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 | $252,525 | $202,318+24.8% | $172,739+46.2% | $152,861+65.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.53% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $9,953 | $5,856+70.0% | $5,143+93.5% | $4,762+109.0% |
| Participant deferral / active EE | $6,620 | $5,948+11.3% | $5,198+27.4% | $5,850+13.2% |
| Admin fee / account holder | $1,379 | $17,109-91.9% | $13,954-90.1% | $11,596-88.1% |