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 | $261,727 | $76,738+241.1% | $56,411+364.0% | $145,922+79.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.61% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,349 | $1,380+215.2% | $1,039+318.7% | $4,660-6.7% |
| Participant deferral / active EE | $22,867 | $2,623+771.9% | $1,952+1071.5% | $6,688+241.9% |
| Admin fee / account holder | $1,658 | $3,334-50.3% | $2,829-41.4% | $13,397-87.6% |