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 3-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 | $351,202 | $159,901+119.6% | $146,958+139.0% | $145,922+140.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $20,367 | $5,286+285.3% | $4,933+312.9% | $4,660+337.1% |
| Participant deferral / active EE | $11,198 | $8,428+32.9% | $8,070+38.8% | $6,688+67.4% |
| Admin fee / account holder | $14,616 | $15,044-2.8% | $12,998+12.4% | $13,397+9.1% |