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 | $290,510 | $105,998+174.1% | $92,233+215.0% | $147,584+96.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.83% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $8,557 | $4,333+97.5% | $3,679+132.6% | $4,876+75.5% |
| Participant deferral / active EE | $8,232 | $4,478+83.8% | $3,897+111.3% | $5,439+51.4% |
| Admin fee / account holder | $681 | $6,332-89.2% | $5,194-86.9% | $10,885-93.7% |