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 | $356,469 | $102,966+246.2% | $90,281+294.8% | $152,861+133.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.58% | 95.16%-82.6pp | 78.10%-65.5pp | 345.32%-332.7pp |
| Employer contribution / active EE | $12,149 | $3,139+287.1% | $2,854+325.6% | $4,762+155.1% |
| Participant deferral / active EE | $24,595 | $4,281+474.5% | $3,885+533.0% | $5,850+320.4% |
| Admin fee / account holder | $614,592 | $6,171+9859.9% | $5,351+11385.1% | $11,596+5199.8% |