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 | $531,641 | $150,440+253.4% | $136,294+290.1% | $147,584+260.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.20% | 1049.08%-1025.9pp | 5155.94%-5132.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $8,064 | $5,256+53.4% | $4,695+71.7% | $4,876+65.4% |
| Participant deferral / active EE | $13,139 | $6,630+98.2% | $6,247+110.3% | $5,439+141.6% |
| Admin fee / account holder | $825 | $10,905-92.4% | $9,243-91.1% | $10,885-92.4% |