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 | $383,130 | $157,256+143.6% | $141,162+171.4% | $152,861+150.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.59% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $8,125 | $5,261+54.4% | $4,735+71.6% | $4,762+70.6% |
| Participant deferral / active EE | $3,125 | $7,109-56.0% | $6,709-53.4% | $5,850-46.6% |
| Admin fee / account holder | $11,863 | $12,120-2.1% | $10,261+15.6% | $11,596+2.3% |