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 | $441,078 | $111,724+294.8% | $93,606+371.2% | $145,922+202.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.78% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,602 | $3,090-48.1% | $2,420-33.8% | $4,660-65.6% |
| Participant deferral / active EE | $14,418 | $4,912+193.5% | $4,411+226.8% | $6,688+115.6% |
| Admin fee / account holder | $120,236 | $10,250+1073.1% | $8,285+1351.2% | $13,397+797.5% |