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 | $268,425 | $105,181+155.2% | $159,436+68.4% | $85,850+212.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.17% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $22,291 | $3,318+571.8% | $4,829+361.6% | $2,565+769.0% |
| Participant deferral / active EE | $12,026 | $5,945+102.3% | $7,352+63.6% | $3,952+204.3% |
| Admin fee / account holder | $25,992 | $6,933+274.9% | $10,799+140.7% | $6,260+315.2% |