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 | $324,856 | $65,409+396.7% | $98,442+230.0% | $85,850+278.4% |
| Participation rate | 95.8% | 65.0%+30.8pp | 73.3%+22.5pp | 69.3%+26.5pp |
| Annual return | 15.88% | 21.76%-5.9pp | 1492.73%-1476.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $12,266 | $2,168+465.8% | $2,960+314.4% | $2,565+378.2% |
| Participant deferral / active EE | $10,270 | $3,166+224.4% | $4,276+140.2% | $3,952+159.9% |
| Admin fee / account holder | $21,300 | $4,593+363.8% | $5,949+258.0% | $6,260+240.3% |