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 | $300,334 | $217,402+38.1% | $185,823+61.6% | $167,490+79.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.72% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $11,250 | $5,873+91.6% | $5,167+117.7% | $4,837+132.6% |
| Participant deferral / active EE | $6,912 | $6,356+8.7% | $5,568+24.1% | $6,341+9.0% |
| Admin fee / account holder | $4,130 | $19,811-79.2% | $16,237-74.6% | $12,309-66.4% |