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 9-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 | $324,010 | $114,047+184.1% | $96,139+237.0% | $167,490+93.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.86% | 189.88%-179.0pp | 191.94%-181.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $43,500 | $3,427+1169.4% | $2,797+1455.3% | $4,837+799.2% |
| Participant deferral / active EE | $19,500 | $5,194+275.5% | $4,349+348.4% | $6,341+207.5% |
| Admin fee / account holder | $29,077 | $6,897+321.6% | $5,537+425.2% | $12,309+136.2% |