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 | $320,350 | $159,901+100.3% | $146,958+118.0% | $145,922+119.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.51% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,536 | $5,286-52.0% | $4,933-48.6% | $4,660-45.6% |
| Participant deferral / active EE | $8,384 | $8,428-0.5% | $8,070+3.9% | $6,688+25.4% |
| Admin fee / account holder | $2,609 | $15,044-82.7% | $12,998-79.9% | $13,397-80.5% |