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 | $271,668 | $109,817+147.4% | $98,442+176.0% | $167,490+62.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.84% | 1956.69%-1942.9pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $10,006 | $3,224+210.4% | $2,960+238.1% | $4,837+106.8% |
| Participant deferral / active EE | $14,100 | $4,673+201.7% | $4,276+229.7% | $6,341+122.4% |
| Admin fee / account holder | $1,878 | $6,753-72.2% | $5,949-68.4% | $12,309-84.7% |