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 | $258,527 | $76,738+236.9% | $56,411+358.3% | $145,922+77.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.59% | 2994.23%-2984.6pp | 1701.33%-1691.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $7,143 | $1,380+417.6% | $1,039+587.7% | $4,660+53.3% |
| Participant deferral / active EE | $10,460 | $2,623+298.8% | $1,952+435.9% | $6,688+56.4% |
| Admin fee / account holder | $355 | $3,334-89.4% | $2,829-87.5% | $13,397-97.4% |