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 | $264,068 | $83,902+214.7% | $167,512+57.6% | $84,808+211.4% |
| Participation rate | 83.8% | 66.5%+17.3pp | 77.1%+6.7pp | 68.3%+15.5pp |
| Annual return | 14.20% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,631 | $2,264+148.8% | $3,882+45.1% | $2,631+114.0% |
| Participant deferral / active EE | $10,925 | $4,442+145.9% | $6,405+70.6% | $4,212+159.4% |
| Admin fee / account holder | $9,925 | $7,915+25.4% | $9,769+1.6% | $7,344+35.2% |