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 | $325,614 | $159,901+103.6% | $146,958+121.6% | $145,922+123.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.01% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $10,682 | $5,286+102.1% | $4,933+116.5% | $4,660+129.2% |
| Participant deferral / active EE | $10,953 | $8,428+30.0% | $8,070+35.7% | $6,688+63.8% |
| Admin fee / account holder | $15,658 | $15,044+4.1% | $12,998+20.5% | $13,397+16.9% |