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 | $311,807 | $104,486+198.4% | $76,817+305.9% | $152,861+104.0% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.4%-7.4pp |
| Annual return | 20.90% | 1013.37%-992.5pp | 1166.11%-1145.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,219 | $3,116+35.4% | $2,302+83.3% | $4,762-11.4% |
| Participant deferral / active EE | $8,023 | $4,236+89.4% | $3,336+140.5% | $5,850+37.1% |
| Admin fee / account holder | $462 | $12,275-96.2% | $6,420-92.8% | $11,596-96.0% |