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 | $283,364 | $202,318+40.1% | $172,739+64.0% | $152,861+85.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.42% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $8,229 | $5,856+40.5% | $5,143+60.0% | $4,762+72.8% |
| Participant deferral / active EE | $8,960 | $5,948+50.6% | $5,198+72.4% | $5,850+53.2% |
| Admin fee / account holder | $2,986 | $17,109-82.5% | $13,954-78.6% | $11,596-74.3% |