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 | $381,312 | $183,519+107.8% | $155,509+145.2% | $145,922+161.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $16,621 | $5,313+212.9% | $4,672+255.7% | $4,660+256.7% |
| Participant deferral / active EE | $10,757 | $6,462+66.5% | $5,626+91.2% | $6,688+60.9% |
| Admin fee / account holder | $4,907 | $19,313-74.6% | $15,912-69.2% | $13,397-63.4% |