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 | $342,607 | $159,901+114.3% | $146,958+133.1% | $145,922+134.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.97% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $5,553 | $5,286+5.1% | $4,933+12.6% | $4,660+19.2% |
| Participant deferral / active EE | $16,782 | $8,428+99.1% | $8,070+108.0% | $6,688+150.9% |
| Admin fee / account holder | $5,658 | $15,044-62.4% | $12,998-56.5% | $13,397-57.8% |