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 | $389,182 | $102,317+280.4% | $146,958+164.8% | $80,856+381.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.23% | 134.76%-107.5pp | 418.34%-391.1pp | 35.59%-8.4pp |
| Employer contribution / active EE | $6,616 | $3,713+78.2% | $4,933+34.1% | $2,755+140.2% |
| Participant deferral / active EE | $12,398 | $6,644+86.6% | $8,070+53.6% | $4,296+188.6% |
| Admin fee / account holder | $44,274 | $7,941+457.5% | $12,998+240.6% | $6,918+540.0% |